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Bond yields
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.
Investor update: What the US election and a COVID vaccine means for real estate
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
Shopping
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.
Investment-Perspectives-Thinking-about-Malls-Shopping-Centres
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.
Investment perspectives #61
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
Investment perspectives
Articles
8 September 2020

Investment Perspectives: COVID economic indicators - side effects or sectoral balances?

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression.
Investment-perspectives-thinking-about-liquidity
Articles
7 August 2020

Investment Perspectives: Thinking about liquidity

Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock market returns, garnered the most a
Quay Global Investors Insights
News
31 July 2020

Quay wins award for the third year in a row

A combination of good risk management, being index unaware and avoiding overleverage has seen the Quay Global Real Estate Fund come out on top and take out the Money Management's Fund Manager of the Y
10-interesting-charts-right-now-COVID19-edition
Articles
7 July 2020

Investment Perspectives: 10 interesting charts right now - COVID-19 edition

Chris Bedingfield takes a look at 10 interesting charts right now that show the impact of COVID-19 across sectors and countries.
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