Articles
3 March 2021
4
min
read
Investment Perspectives: Updating the ‘total return quilt’
The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.
Videos
22 February 2021
Global real estate as a store of value
Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.
Podcasts
22 February 2021
17
min
listen
Quay podcast: market shifts, portfolio performance, and what the RBA will do next
Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.
Articles
4 February 2021
7
min
read
Investment Perspectives: Let’s get fiscal
The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil.
Articles
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.
Articles
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
Articles
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.
Podcasts
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.
Articles
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
