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Quay Global Investors Insights
Quay Global Investors
3 March 2021 4 min read

Investment Perspectives: Updating the ‘total return quilt’

The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.
Global infra
4D Infrastructure
26 February 2021 14 min listen

4D podcast: the unique investment opportunity in global listed infrastructure

Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Inv
Quay Global Investors
22 February 2021

Global real estate as a store of value

Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.
Storage shed
Quay Global Investors
22 February 2021 17 min listen

Quay podcast: market shifts, portfolio performance, and what the RBA will do next

Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.
US flags
Quay Global Investors
4 February 2021 7 min read

Investment Perspectives: Let’s get fiscal

The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. 
road image
4D Infrastructure
22 January 2021 19 min read

Global Matters: 4D's 2021 Outlook

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before.
BambuBlack Asset Management
12 January 2021 3 min read

Asian equities to see sharp rebound in 2021

Investors can likely expect a sharp rebound in earnings from Asian equities in 2021 as markets stabilise post COVID-19, says Jane Andrews, portfolio manager of BambuBlack Asset Management (a BennBridg
Our community pantry
17 December 2020 1 min read

Bennelong supports Our Community Pantry this Christmas

This December, Bennelong Funds Management will make a donation to Our Community Pantry in lieu of printing and posting Christmas cards.
Bond yields
Quay Global Investors
9 December 2020 5 min read

Investment Perspectives: Revisiting REITs and interest rates

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
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