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.
6 June 2019
Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; w
The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.
28 May 2019
Modern Monetary Theory, and why you're about to hear a lot more about it
Hear Chris Bedingfield explain one of the most controversial economic topics today: Modern Monetary Theory.
17 May 2019
Quay wins global property award for the second time
For the second year in a row, Quay Global Investors has won the Global Property Securities category for its Quay Global Real Estate Fund at the Money Management/Lonsec Fund Manager of the Year Awards.
7 May 2019
Investment Perspectives: Modern Monetary Theory Part 2, and why you're still hearing a lot more about it
In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current acco