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Investment Perspectives: In global real estate, does size matter?
In this issue of Investment Perspectives, we investigate the risks associated with investing in small / medium sized REITs and determine if the size of the company really does matter.
Articles 6 min read
3 March 2020
Investment-Perspectives-Six-reasons-we-believe-the-global-REIT-market-is-inefficient
Investment Perspectives: Six reasons we believe the global REIT market is inefficient
In this issue of Investment Perspectives, we cast a skeptical eye over the valuation, operational and risk metrics embraced by the market, which we believe can lead to poor long-term investment returns.
Articles 9 min read
4 February 2020
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
Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement. The potential investment advice may look something like this:
Articles
10 December 2019
Quay Global Investors Insights
QE in Australia: be careful what you wish for
While the recent comments made by Australia’s central banker on quantitative easing was a “welcome dose of common sense,” Quay Global Investors’ Chris Bedingfield assesses a number of myths on the effectiveness of such an approach.
News
4 December 2019
BAEP portfolio & market update
Portfolio and market update with Chris Bedingfield - November 2019
Listen to the latest portfolio and market update from Chris Bedingfield (Principal & Portfolio Manager - Quay Global Investors) as he discusses a range of topics.
Podcasts
25 November 2019
Quay Global Investors Insights
How would recession hit commercial real estate?
When asked for our views on the macroeconomic environment, there are two things we can say for certain ? firstly, at some point there will be a recession in the US and elsewhere, and secondly, we have very little idea when it will come.
News
20 November 2019
Aussie-QE-may-be-coming-but-it-will-probably-do-nothing
Investment Perspectives: Aussie QE may be coming, but it will probably do nothing
As Australian interest rates head toward zero, many market commentators are now speculating that the central bank will be forced to adopt “unconventional measures” to support the economy, including Quantitative Easing.
Articles
11 November 2019
Quay Global Investors Insights
Investment Perspectives: So, what happens if there is a recession?
One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning. 
Articles
11 October 2019
Quay Global Investors Insights
Avant backs Quay Global Investors in global real estate equities
Bennelong Funds Management’s global real estate manager, Quay Global Investors, has won its first institutional mandate, partnering with Avant, one of Australia’s leading medical defence organisations representing over 78,000 health practitioners and medical students.
News
30 September 2019