Investment Perspectives: Australia, the lucky country (or is it?)
Since 2012, one of Australia’s biggest economic threats has been the collapse in mining investment.
Investment Perspectives: Why (sustained) low interest rates are not always good for real estate
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.
Alpha Fund Managers awards mandate to Quay
Alpha Fund Managers has awarded a mandate to global listed real estate manager Quay Global Investors (Quay), a boutique fund manager partner of Bennelong Funds Management.
Investment Perspectives: Finding Monopoly's 'orange squares' in property investing
In the board game Monopoly, research has shown that on average, the orange squares are among the best investment propositions on the board.
Lonsec upgrades Quay Global Real Estate Fund to Recommended
Lonsec upgrades Quay Global Real Estate Fund to ‘Recommended
What are some of the themes in global real estate?
What are some of the themes in global real estate? from Informed Investor on Vimeo.
Investment Perspectives: The benefit of active investing and the importance of anti-themes
The importance of themes, megatrends and the benefits of active investing
Technology 'echo boomers' and aging population set to boost global property returns
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.
Investment Perspectives: Australian house prices and the law of unintended consequences
Are we nearing a tipping point? Topic of the week, month, year and decade. Australian house prices.