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Investment-Perspectives-Managing-risk-in-the-face-of-the-coronavirus
Articles
6 April 2020 7 min read

Investment Perspectives: Managing risk in the face of the coronavirus

What a difference a month makes. In mid-February, markets around the globe were continuing their history-making march upwards in one of the longest bull runs on record.
Quay Global Investors Insights
Articles
20 March 2020 2 min read

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.
Investment-Perspectives-In-global-real-estate-does-size-matter
Articles
3 March 2020 6 min read

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 company really does matter.
Investment-Perspectives-Six-reasons-we-believe-the-global-REIT-market-is-inefficient
Articles
4 February 2020 9 min read

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 lead to poor long-term investment return
Investment-Perspectives-30-years-of-investment-lessons-from-Japan-and-the-implications-for-real-estate
Articles
10 December 2019

Investment Perspectives: 30 years of investment lessons from Japan, and the implications for real estate

Imagine a person of prime working age (~40 years old) seeking investment advice for long-term financial security, and ultimately, a comfortable retirement.
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
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