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Quay Global Investors Insights
News
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
BAEP portfolio & market update
Podcasts
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.
Quay Global Investors Insights
News
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 ?
Aussie-QE-may-be-coming-but-it-will-probably-do-nothing
Articles
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
Quay Global Investors Insights
Articles
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. 
Quay Global Investors Insights
News
30 September 2019

Avant backs Quay Global Investors in global real estate equities

Bennelong Funds Management’s global real estate manager, Quay Global Investors, has won its first institutional mandate, partnering with Avant, one of Australia’s leading medical defence organisations
Investment-Perspectives-Negative-bond-yields-what-does-it-mean-and-whats-the-end-game
Articles
10 September 2019

Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?

Since the beginning of this year, financial markets and expectations have turned decidedly bearish.
Investment Perspectives Five lessons & observations from our first five years
Articles
12 August 2019

Investment Perspectives: Five lessons & observations from our first five years

Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund
Where-profits-come-from-and-the-vulnerabilities-in-Australian-corporate-earnings
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.
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