Investment Perspectives: Will the US yield curve invert?
It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been the bulls that have, on average, been winning.
Investment Perspectives: Don't judge a property by its building
Not long after my daughter turned five I took her to see her first movie, “Up”. It’s about an elderly man who, along with an unexpected young friend, tries to re-capture his youthful passion for adventure.
Investment Perspectives: Australian interest rates - the next move is probably down
Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up. The current debate centres on when this move will occur, with the more dovish commentators suggesting we may have to wait until late 2020 to see the cash rate move to 1.75% from its current 1.50% setting.
Investment Perspectives: Twelve interesting charts right now
A picture paints a thousand words, as the saying goes. This month’s Investment Perspectives contains 12 charts that show some of the data and trends we think are really interesting right now.
Investment Perspectives: Stock in focus - Scentre Group
One of the advantages of a global mandate is the opportunity to identify and invest in some of the most unique and best run real estate companies in the world.
Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate
Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.
Investment Perspectives: The building blocks of a portfolio
At Quay, one of our key investment philosophies is that investing today ought to ensure one’s ability to spend more in the future – that is, returns should always seek to beat the rise in the cost of living after fees and taxes.
Investment Perspectives: The slow-moving beast - an update on global demographic trends
The study of populations is integral to real estate. Unlike the speculation, opinions and decisions of the most powerful in the world, nothing can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.
Investment Perspectives: Going up - what high inflation means for listed real estate
At Quay, this is one of our key investment philosophies – investing today should ensure one’s ability to have more tomorrow. That is, returns should always seek to beat the rise in the cost of living after fees and taxes.