Insights

The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.

Hear Chris Bedingfield explain one of the most controversial economic topics today: Modern Monetary Theory.

For the second year in a row, Quay Global Investors has won the Global Property Securities category for its Quay Global Real Estate Fund at the Money Management/Lonsec Fund Manager of the Year Awards.

With economic uncertainty continuing to affect markets - both locally and internationally - investors are starting to hear a lot more about alternatives, but it’s not always clear what this means.

Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations. It represents a huge challenge for modern liberal democracies, as the risk of populism is severe political and economic disruption and stagnation.

In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current account).

In this article, 4D Infrastructure’s Peter Aquilina and Greg Goodsell review the US midstream sector and identify a number of changes underway which they believe will see the creation of real shareholder value over the medium term.

If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT.

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.