Insights

A cornerstone of our investment process is company management meetings and site visits. These meetings serve several purposes, including providing an insight into management—how they think and run their business—and whether management priorities align with ours as investors. Our Company Quality Grading process involves explicitly ranking company management, so first-hand contact is vital.

Greg Goodsell, Global Equity Strategist at 4D Infrastructure, examines the central tenets of this quote and how they suggest we are truly living in the Asian century.

Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.

It has been an interesting month in the world of central banking. Talks of removing monetary stimulus in Europe and further increases in interest rates in the US continue to affect markets.  Even in Australia, recent RBA board discussions regarding the ‘neutral cash rate’ have pundits predicting medium term increases in the official cash rates.

In the board game Monopoly, research has shown that on average, the orange squares are among the best investment propositions on the board. 

If the President of the world’s most populous nation, with the second largest and one of the fastest growing economies, invites you to a huge economic growth party to reshape Asia that he will host and fund, and which he personally described as ‘the project of the century’ that will ‘add splendour to human civilisation’: would you attend?

Global real estate is one of nine major asset classes. However, many may not know it has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in Australian investors’ portfolios, says Chris Bedingfield, Principal and Portfolio Manager with Quay Global Investors.

The combination of defensive attributes, huge investment needs, and the diverse nature of available infrastructure assets, makes infrastructure investments an attractive allocation in both rising and falling markets, says Sarah Shaw, Chief Investment Officer at 4D Infrastructure.

Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.