Skip to main content
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 4 min read

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 6 min read

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 1 min read

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 7 min read

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.
Investment Perspectives Real estate and COVID-19 - the story so far
Articles
8 June 2020 7 min read

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 significant opportunity.
Kardinia-Capital-half-yearly-update.jpg
Videos
25 May 2020 4 min watch

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.
Investment Perspectives: Explaining the April US equity bounce
Articles
1 May 2020 7 min read

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 October 2019 levels after a sharp recover
Is it time to start buying UK domestics?
Podcasts
28 April 2020 30 min listen

Podcast: portfolio and market update with Chris Bedingfield

Listen to Quay Portfolio Manager Chris Bedingfield discuss the current market environment.
To tailor your experience and information, please let us know who you are.