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US recession
Quay Global Investors
Investment Perspectives: Is the US headed for recession?
In financial markets, there’s always something to worry about.
Articles 8 min read
9 September 2024
REIT timing
Quay Global Investors
Investment Perspectives: Thinking about (REIT) timing
After a slew of favourable economic data points over the past several months, global central banks appear to be at the beginning of an interest rate easing cycle.
Articles 5 min read
8 August 2024
2
Canopy Investors
Small caps at historic valuation discount even after recent outperformance
In July, U.S. small-cap stocks outperformed their large-cap counterparts by a historically significant margin, catalysed by a cooler-than-expected US inflation read.
Articles 3 min read
7 August 2024
Trip Insights_US July
4D Infrastructure
Trip Insights: The US
This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Articles 9 min read
18 July 2024
Investment Perspectives: Why listen to central banks
Quay Global Investors
Investment Perspectives: Why are we listening to central banks?
Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.
Articles 8 min read
15 July 2024
IP: Canadian housing
Quay Global Investors
Investment Perspectives: The opportunity in Canadian housing
Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.
Articles 10 min read
3 June 2024
4d_trip-insights_asia
4D Infrastructure
Trip Insights: Asia
This is the 15th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Indonesia, Malaysia, Thailand and Hong Kong/China meeting with management teams from regulated utilities, communications and transport companies.
Articles 12 min read
15 May 2024
Investment Perspectives
Quay Global Investors
Investment Perspectives: 14 of the most important charts for data centre investors right now
If there was one dominant real estate investment theme this past year, it’s data centres.
Articles 8 min read
13 May 2024
CPD_financial goals
Bennelong Funds Management
CPD: A practical guide to aligning financial goals with personal values
This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.
Articles 4 min read
24 April 2024