9 December 2020 5 min read
Investment Perspectives: Revisiting REITs and interest rates
With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.
12 November 2020 4 min read
Investor update: What the US election and a COVID vaccine means for real estate
Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across gl
5 November 2020 8 min read
Investment Perspectives: The economics of malls – myths and misconceptions
Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.
21 October 2020 24 min listen
The future of retail in a post-COVID world | Quay Global Investors
"It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not.
5 October 2020 3 min read
Investment Perspectives: Real estate and COVID-19: an update
In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19
8 September 2020 4 min read
Investment Perspectives: COVID economic indicators - side effects or sectoral balances?
We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
7 August 2020 6 min read
Investment Perspectives: Thinking about liquidity
Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock market returns, garnered the most a
31 July 2020 1 min read
Quay wins award for the third year in a row
A combination of good risk management, being index unaware and avoiding overleverage has seen the Quay Global Real Estate Fund come out on top and take out the Money Management's Fund Manager of the Y
7 July 2020 7 min read
Investment Perspectives: 10 interesting charts right now - COVID-19 edition
Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.