Articles
7 July 2019
Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings
Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do.
Articles
6 June 2019
Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; w
The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.
Webinars
28 May 2019
Modern Monetary Theory, and why you're about to hear a lot more about it
Hear Chris Bedingfield explain one of the most controversial economic topics today: Modern Monetary Theory.
News
17 May 2019
Quay wins global property award for the second time
For the second year in a row, Quay Global Investors has won the Global Property Securities category for its Quay Global Real Estate Fund at the Money Management/Lonsec Fund Manager of the Year Awards.
Articles
7 May 2019
Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it
In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current acco
Articles
3 April 2019
Investment Perspectives: Modern Monetary Theory, and why you're about to hear a lot more about it
If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez.
News
7 March 2019
Outstanding SQM rating for Quay Global Investors
SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of "Outstanding" (4½ stars).
Articles
6 March 2019
Investment Perspectives: The great unwind of the Federal Reserve’s balance sheet, and whether it actually matt
Gyrations in equity markets over the past three months have been significant.
Articles
6 December 2018
Investment Perspectives: Will the US yield curve invert?
It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008.
