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4D Infrastructure
26 October 2020 19 min read

Global Matters: US 2020 presidential election - What policy means for infrastructure investment

The November 2020 US presidential election is between two polarising individuals in Donald Trump and Joe Biden, who represent very different views and approaches to leading the US for the next four-ye
Quay Global Investors
21 October 2020 24 min listen

The future of retail in a post-COVID world | Quay Global Investors

"It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not.
4D Infrastructure
8 October 2020 11 min watch

Fund In Focus: The 4D Global Infrastructure Fund

Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah Shaw, Chief Investment Officer at
Global matters
4D Infrastructure
7 October 2020 21 min read

Global Matters: Decarbonisation and the infrastructure investment opportunity

The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a gr
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4D Infrastructure
7 October 2020 4 min read

2020 Australian Federal Budget - infrastructure commentary

In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commi
Investment perspectives #61
Quay Global Investors
5 October 2020 3 min read

Investment Perspectives: Real estate and COVID-19: an update

In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19
Bennelong Australian Equity Partners
14 September 2020 1 min read

Lonsec upgrades four BAEP funds

Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’.
Kardinia Capital
8 September 2020 3 min read

The Long and The Short: Eyes on the US

After looking dubious for some months, President Trump's chances of winning the next election are roaring back, with his campaign focusing on law and order and re-opening the US economy.
Investment perspectives
Quay Global Investors
8 September 2020 4 min read

Investment Perspectives: COVID economic indicators - side effects or sectoral balances?

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
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