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4D
4D Infrastructure
Articles
12 October 2021 15 min read

Global Matters: Infrastructure, interest rates & inflation

Infrastructure, interest rates and inflation: 3 dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their correlation.
Fed
Quay Global Investors
Articles
1 October 2021 9 min read

Investment Perspectives: Don’t fear the taper

As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising.
People
Kardinia Capital
Podcasts
1 October 2021 18 min listen

The investor's guide to the reopening economy

Kristiaan Rehder joins the Fear And Greed podcast to discuss reopening opportunities. 
Evergrande
Quay Global Investors
Podcasts
29 September 2021 20 min listen

Quay podcast – Evergrande and the global real estate sector

Listen as Chris Bedingfield gives an update on the G-REIT market.
Quay
Quay Global Investors
Podcasts
27 September 2021 20 min listen

How to invest in real estate without buying property

Chris Bedingfield joins the Fear And Greed podcast to discuss his career and global listed real estate.
flights
Kardinia Capital
Podcasts
20 September 2021 14 min listen

Kardinia podcast – portfolio & market update

Kristiaan Rehder shares the team’s outlook on the Australian economy.
1
Kardinia Capital
Articles
2 September 2021 6 min read

The Long and The Short: What reporting season can tell us about life in Australia

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently-complete Australian profit reporting season can tell us what life
Quay
Quay Global Investors
Articles
1 September 2021 6 min read

Investment Perspectives: Thinking about office

Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD.
Investor update: What the US election and a COVID vaccine means for real estate
Quay Global Investors
News
25 August 2021 2 min read

Higher inflation can be a friend to real estate investors

When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Jus
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