Insights

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.

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors discusses how the investment team is aligned with the interests of investors and the themes available via the Quay Global Real Estate Fund.

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).

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, discusses the global investment opportunities presented by listed real estate

SQM Research (SQM) has awarded a ‘Superior’ rating to the Quay Global Real Estate Fund, managed by Quay Global Investors (Quay)

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.

Here we are seven years later, and the fear of the great bond collapse is upon us - again. This time, the catalyst appears to be a near universal acceptance that monetary policy is reaching its limit.