Articles
11 November 2022
6
min
read
Investment Perspectives: No, bond vigilantes don’t exist for a monetary sovereign
The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the issuer[1]. So, are the
Articles
4 October 2022
9
min
read
Investment Perspectives: A closer look at US housing
In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.
Podcasts
30 September 2022
30
min
listen
What everyone gets wrong about Australian residential property
Chris Bedingfield joined the Equity Mates Investing Podcast to talk about his investment philosophy, why Quay invests in real estate, the current macro environment and more.
Articles
1 September 2022
8
min
read
Investment Perspectives: Why rising interest rates aren’t working (yet)
It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate.
Podcasts
18 August 2022
16
min
listen
Quay podcast: the latest trends in housing, retail and venture capital
Chris Bedingfield speaks with Holly Old about the team’s latest – and highly popular – Investment Perspectives article, 12 charts we’re thinking about right now.
Articles
5 August 2022
10
min
read
Investment Perspectives: 12 charts we’re thinking about right now
The latest trends in housing, retail and venture capital – and what they mean for investors.
Articles
20 July 2022
5
min
read
Investment Perspectives: REITs and navigating the inflation panic
It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered.
News
10 June 2022
Quay wins Investment Leadership Award
Quay Global Investors’ Global Real Estate Fund (Unhedged) has taken out the award for International Listed Property in this year’s Investment Leadership Awards, for the second year in a row.
Articles
6 June 2022
5
min
read
Investment Perspectives: Thinking about industrial (and Qantas and Netflix)
In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.
