Insights

Focusing on central bank policy is more of a distraction than anything else for Australians looking to purchase property, according to Chris Bedingfield, principal and portfolio manager of global real estate fund manager, Quay Global Investors.  

A stall in national house price declines while interest rates keep climbing has sparked yet another national debate on the future direction of the Australian residential market. Specifically, has the market bottomed?

Using comparable sales as a measure of value for real estate is a trap. Here's how you should be valuing property instead.

One of the biggest opportunities in property markets is starting to hit, and Quay argues it's largely economically insensitive.

House prices and interest rates are hot topics, but it's not the complete residential property story.

The macroeconomic outlook has been uncertain for the past few years, with many bracing themselves for a recession. However, recent data suggests that inflation may have been transitory, and there's been some positive growth across the housing, energy and job sectors. 

The Quay Global Real Estate Fund (Unhedged) is now available on the CFS FirstChoice platform across its Wholesale, Super and Pension menus.

Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, The yield curve, recessions and soft landings; the big themes in global real estate right now; and risks and opportunities from the US tech wreck.

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve.