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.
4 December 2019
QE in Australia: be careful what you wish for
While the recent comments made by Australia’s central banker on quantitative easing was a “welcome dose of common sense,” Quay Global Investors’ Chris Bedingfield assesses a number of myths on the eff
25 November 2019
Portfolio and market update with Chris Bedingfield - November 2019
Listen to the latest portfolio and market update from Chris Bedingfield (Principal & Portfolio Manager - Quay Global Investors) as he discusses a range of topics.
20 November 2019
How would recession hit commercial real estate?
When asked for our views on the macroeconomic environment, there are two things we can say for certain ?
11 November 2019
Investment Perspectives: Aussie QE may be coming, but it will probably do nothing
As Australian interest rates head toward zero, many market commentators are now speculating that the central bank will be forced to adopt “unconventional measures” to support the economy, including Qu
11 October 2019
Investment Perspectives: So, what happens if there is a recession?
One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning.