Insights

Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood out

Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.

It has been an interesting month in the world of central banking. Talks of removing monetary stimulus in Europe and further increases in interest rates in the US continue to affect markets.  Even in Australia, recent RBA board discussions regarding the ‘neutral cash rate’ have pundits predicting medium term increases in the official cash rates.

In the board game Monopoly, research has shown that on average, the orange squares are among the best investment propositions on the board. 

Global real estate is one of nine major asset classes. However, many may not know it has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in Australian investors’ portfolios, says Chris Bedingfield, Principal and Portfolio Manager with Quay Global Investors.

Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.

In financial markets, if it looks certain, it probably isn’t.

Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential).

At Quay, we like to think of ourselves as bottom-up stock and industry analysts. We try to minimise risk through our investment process. However, we are also fully aware of our limitations. No matter how much due diligence we undertake, there will always be unknowns.