Skip to main content
Quay-podcast-Inflation,-interest-rates-and-industrials
Podcasts
16 May 2022 16 min listen

Quay podcast: Inflation, interest rates and industrials

Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.
Equity-risk-premium-banner
Articles
3 May 2022 5 min read

Investment Perspectives: What does the REIT equity risk premium tell us about the sector?

Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates.
Investment-Perspectives-Hedging-against-inflation-gold-or-real-estate
Articles
5 April 2022 6 min read

Investment Perspectives: Hedging against inflation – gold or real estate?

In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.
Quay
Articles
7 March 2022 6 min read

Investment Perspectives: Interest rates, bonds and listed real estate

Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in
Quay
Podcasts
21 February 2022 17 min listen

Quay podcast: House prices in 2022 and beyond

Chris Bedingfield shares his views on Australia’s favourite topic.
Quay
Articles
2 February 2022 8 min read

Investment Perspectives: House prices – what’s in store for 2022 and beyond

According to CoreLogic, Australian house prices increased +22.1%[1] in 2021, led by Australia’s largest city of Sydney (+25.3%).
Quay-home-banner-1
News
2 February 2022 2 min read

Quay Global Investors launches currency hedged fund

Real estate fund manager Quay Global Investors has launched a new currency hedged fund, the Quay Global Real Estate Fund (AUD Hedged) (‘the Hedged Fund’).
Investor update: What the US election and a COVID vaccine means for real estate
Videos
15 December 2021 8 min watch

Key offshore opportunities in senior housing and self-storage as sectors regain health

COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health.
westfield
Videos
8 December 2021 8 min watch

Australia set to mimic US retail rebound as shoppers cut down on clicking

Bricks-and-mortar retail sales are 16% higher there than they were before the pandemic, and shares in the nation's biggest shopping centre owner, Simon Property Group, have risen to match.
To tailor your experience and information, please let us know who you are.