Thought leadership

Quay mid-month update
Quay mid-month update

Quay mid-month update 20 March 2020

With markets moving quickly, we want to keep our investors up to date with how we are managing risk and our broader thoughts around the portfolio. Recent market movements have been indiscriminate, ... read article

Investment Perspectives: In global real estate, does size matter?

Investment Perspectives: In global real estate, does size matter?

3 March 2020

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Investment Perspectives: Six reasons we believe the global REIT market is inefficient

Investment Perspectives: Six reasons we believe the global REIT market is inefficient

4 February 2020

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Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

10 December 2019

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Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

Investment Perspectives: Aussie QE may be coming, but it will probably do nothing

11 November 2019

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Investment Perspectives: So, what happens if there is a recession?

Investment Perspectives: So, what happens if there is a recession?

11 October 2019

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Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

10 September 2019

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Investment Perspectives: Five lessons & observations from our first five years

Investment Perspectives: Five lessons & observations from our first five years

12 August 2019

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Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings

7 July 2019

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Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; what now for residential property?

6 June 2019

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Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it

7 May 2019

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Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it

3 April 2019

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Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matters

6 March 2019

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Investment Perspectives: Will the US yield curve invert?

Investment Perspectives: Will the US yield curve invert?

6 December 2018

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Investment Perspectives: Australian interest rates - the next move is probably down

Investment Perspectives: Australian interest rates - the next move is probably down

7 November 2018

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Investment Perspectives: Don't judge a property by its building

Investment Perspectives: Don't judge a property by its building

8 October 2018

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Investment Perspectives: Twelve interesting charts right now

Investment Perspectives: Twelve interesting charts right now

12 September 2018

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Investment Perspectives: Stock in focus - Scentre Group

Investment Perspectives: Stock in focus - Scentre Group

6 August 2018

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Investment Perspectives: Banking on the boomers

Investment Perspectives: Banking on the boomers

5 July 2018

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