8 June 2020 7 min read
Investment Perspectives: Real estate and COVID-19 - the story so far
In this edition of Investment Perspectives, we examine why real estate has lagged the broader equity market in the recent rally, and how it could represent a significant opportunity.
25 May 2020 4 min watch
Global sharemarkets are being uncoupled from the real economy by the pandemic
Principal & Portfolio Manager Chris Bedingfield shares his thoughts on how the global sharemarkets are being uncoupled from the real economy by the pandemic.
1 May 2020 7 min read
Investment Perspectives: Explaining the April US equity bounce
In this article, Chris Bedingfield explores why, despite US unemployment heading for levels not seen since the Great Depression, US equity indices are back to October 2019 levels after a sharp recover
28 April 2020 30 min listen
Podcast: portfolio and market update with Chris Bedingfield
Listen to Quay Portfolio Manager Chris Bedingfield discuss the current market environment.
6 April 2020 7 min read
Investment Perspectives: Managing risk in the face of the coronavirus
What a difference a month makes. In mid-February, markets around the globe were continuing their history-making march upwards in one of the longest bull runs on record.
20 March 2020 2 min read
Quay mid-month update
With markets moving quickly, we want to keep our investors up to date with how we are managing risk and our broader thoughts around the portfolio.
3 March 2020 6 min read
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.
4 February 2020 9 min read
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 return
10 December 2019
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.