Articles
8 June 2020
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 si
Videos
25 May 2020
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
Articles
1 May 2020
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 O
Podcasts
28 April 2020
Podcast: portfolio and market update with Chris Bedingfield
Listen to Quay Portfolio Manager Chris Bedingfield discuss the current market environment.
Articles
6 April 2020
Investment Perspectives: Managing risk in the face of the coronavirus
What a difference a month makes.
Articles
20 March 2020
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.
Articles
3 March 2020
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 comp
Articles
4 February 2020
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
Articles
10 December 2019
Investment Perspectives: 30 years of investment lessons from Japan, and the implicati
Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement.
