25 August 2021 2 min read
Higher inflation can be a friend to real estate investors
When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value of improvements, says Jus
10 August 2021 5 min read
Investment Perspectives: REITs and inflation – where is the sweet spot?
We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.
23 July 2021 20 min listen
Quay podcast: housing, retail, office and interest rates
Quay’s Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, 10 charts we’re thinking about right now.
10 July 2021 7 min read
Investment Perspectives: 10 charts we’re thinking about right now
The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.
4 June 2021 5 min read
Investment Perspectives: Checking in on Kalecki
First quarter earnings are in, and profits are booming.
28 May 2021 1 min read
Quay wins Investment Leadership Award and fourth Fund Manager of the Year
Quay Global Investors has taken out two of the top gongs in the funds management industry.
6 May 2021 6 min read
Investment Perspectives: ESG and listed real estate
Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike.
20 April 2021 19 min listen
Quay podcast: why we aren’t worried about inflation
Chris Bedingfield discusses inflation and how COVID has changed the office sector.
6 April 2021 7 min read
Investment Perspectives: Six reasons to not worry about inflation
It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?