Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?
Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve, have heightened apprehension of a US-led recession.
Investment Perspectives: Five lessons & observations from our first five years
Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund
Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings
Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do. We take a look at why investors should spend less time thinking about or predicting what the Fed will do, and more time thinking about the purse strings controlled by Congress.
Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; w
The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.
Modern Monetary Theory, and why you're about to hear a lot more about it
Hear Chris Bedingfield explain one of the most controversial economic topics today: Modern Monetary Theory.
Quay wins global property award for the second time
For the second year in a row, Quay Global Investors has won the Global Property Securities category for its Quay Global Real Estate Fund at the Money Management/Lonsec Fund Manager of the Year Awards.
Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it
In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current account).
Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it
If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT.
Outstanding SQM rating for Quay Global Investors
SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of "Outstanding" (4½ stars).