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.
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
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.
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
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.