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Bond yields
9 December 2020

Investment Perspectives: Revisiting REITs and interest rates

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundame
Investor update: What the US election and a COVID vaccine means for real estate
12 November 2020

Investor update: What the US election and a COVID vaccine means for real estate

Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some signi
5 November 2020

Investment Perspectives: The economics of malls – myths and misconceptions

Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a
21 October 2020

The future of retail in a post-COVID world | Quay Global Investors

"It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not.
Investment perspectives #61
5 October 2020

Investment Perspectives: Real estate and COVID-19: an update

In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19
Investment perspectives
8 September 2020

Investment Perspectives: COVID economic indicators - side effects or sectoral balance

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
7 August 2020

Investment Perspectives: Thinking about liquidity

Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term s
Quay Global Investors Insights
31 July 2020

Quay wins award for the third year in a row

A combination of good risk management, being index unaware and avoiding overleverage has seen the Quay Global Real Estate Fund come out on top and take out the
7 July 2020

Investment Perspectives: 10 interesting charts right now - COVID-19 edition

Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.
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