Insights

In financial markets, if it looks certain, it probably isn’t.

In our September 2016 Global Matters ‘Young tiger stalks ageing dragon’ we compared and contrasted India and China in terms of their economic and social development. What was clear from that paper was the exceptional rates of economic growth achieved by both nations over the recent past. A product of that growth is the emergence of a more affluent middle class within each society.

Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential).

4D Infrastructure’s Greg Goodsell (Global Equity Strategist) and Mark Jones (Senior Investment Analyst) compare and contrast NZ’s economic fortunes over the past decade with that of cross-ditch rival, Australia, asking the question: what can politicians in Australia learn from the NZ experience?

At Quay, we like to think of ourselves as bottom-up stock and industry analysts. We try to minimise risk through our investment process. However, we are also fully aware of our limitations. No matter how much due diligence we undertake, there will always be unknowns.

As a financial planner, you probably think storytelling has provenance in parents tucking their kids into bed. Or perhaps you assume it’s a polite way of describing unethical spin-doctoring. Either way, there is no room for storytelling in your professional practice. Is there? I propose storytelling is, in fact, a valuable business tool just waiting for you to unleash its potential.

Here we are seven years later, and the fear of the great bond collapse is upon us - again. This time, the catalyst appears to be a near universal acceptance that monetary policy is reaching its limit.

“Listed infrastructure offers real potential for investors looking for long-term, defensive investments with an attractive yield,” says Greg Goodsell of 4D Infrastructure. “And we believe the opportunity will expand rapidly over coming decades.

In this paper Greg Goodsell, Global Equity Strategist at 4D Infrastructure, ventures a little further into the tiger’s den to identify some of the incredible opportunities… and daunting challenges… facing this rapidly changing nation.