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.
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.
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.
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.
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.
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.
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.
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
21 February 2022 17 min listen
Quay podcast: House prices in 2022 and beyond
Chris Bedingfield shares his views on Australia’s favourite topic.