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Investment Perspectives Real estate and COVID-19 - the story so far
Articles
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.
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Videos
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.
Investment Perspectives: Explaining the April US equity bounce
Articles
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
Is it time to start buying UK domestics?
Podcasts
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.
Investment-Perspectives-Managing-risk-in-the-face-of-the-coronavirus
Articles
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.
Quay Global Investors Insights
Articles
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.
Investment-Perspectives-In-global-real-estate-does-size-matter
Articles
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.
Investment-Perspectives-Six-reasons-we-believe-the-global-REIT-market-is-inefficient
Articles
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
Investment-Perspectives-30-years-of-investment-lessons-from-Japan-and-the-implications-for-real-estate
Articles
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.
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