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4D Infrastructure
Trip Insights: Latin America & Europe 2018
This is the fifth in our series of Trip Insights. It follows three trips during 2018 when Sarah Shaw, 4D Global Portfolio Manager, completed an extensive company engagement and calling program in Latin America and Europe, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Transport (road, rail, air sea) and Communications Infrastructure.
Articles
7 December 2018
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Quay Global Investors
Investment Perspectives: Will the US yield curve invert?
It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been the bulls that have, on average, been winning.
Articles
6 December 2018
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Quay Global Investors
What's ahead for Australian house prices?
On Your Money, Chris Bedingfield explains how an oversupply of dwellings and tighter credit conditions have made him bearish on Australian residential property – and just how far prices and interest rates could drop.
Videos
19 November 2018
Quay Global Investors Insights
Quay Global Investors
Interest rates may be set to fall
Contrary to the general consensus outlook, interest rates are probably set to fall as Australia's household debt reaches an all-time high, according to principal and portfolio manager of Quay Global Investors, Chris Bedingfield.
News
12 November 2018
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Bennelong Funds Management
Update on the future of the Bennelong SwissWellness Cycling Team
After many successful years together, the Bennelong SwissWellness Cycling Team’s management has decided to pursue different opportunities.
News
9 November 2018
Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment
4D Infrastructure
Global Matters: Mobile adoption curve and 5G - a unique opportunity in global listed infrastructure investment
Mark Jones, Senior Investment Analyst from 4D Infrastructure, explores the appeal of communications infrastructure, the difference between developed and emerging markets, and the possible upside from the transition to 5G.
Articles
7 November 2018
Quay Global Investors Insights
Quay Global Investors
New appointment for Quay as Global Real Estate Fund added to BT Wrap and BT Panorama
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst, as the Quay Global Real Estate Fund is made available through the BT Panorama and BT Wrap platforms.
News
23 October 2018
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Quay Global Investors
Investment Perspectives: Don't judge a property by its building
Not long after my daughter turned five I took her to see her first movie, “Up”. It’s about an elderly man who, along with an unexpected young friend, tries to re-capture his youthful passion for adventure.
Articles
8 October 2018
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Quay Global Investors
Investment Perspectives: Australian interest rates - the next move is probably down
Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up. The current debate centres on when this move will occur, with the more dovish commentators suggesting we may have to wait until late 2020 to see the cash rate move to 1.75% from its current 1.50% setting.
Articles
7 October 2018