12 November 2018
Interest rates may be set to fall
Contrary to the general consensus outlook, interest rates are probably set to fall as Australia's household debt reaches an all-time high, according to principal and portfolio manager of Quay Global I
23 October 2018
New appointment for Quay as Global Real Estate Fund added to BT Wrap and BT Panorama
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst, as the Quay Global Real Estate Fund is made available through the BT Panorama and BT Wrap platforms.
8 October 2018
Investment Perspectives: Don't judge a property by its building
Not long after my daughter turned five I took her to see her first movie, “Up”.
7 October 2018
Investment Perspectives: Australian interest rates - the next move is probably down
Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up.
12 September 2018
Investment Perspectives: Twelve interesting charts right now
A picture paints a thousand words, as the saying goes. This month’s Investment Perspectives contains 12 charts that show some of the data and trends we think are really interesting right now.
6 August 2018
Investment Perspectives: Stock in focus - Scentre Group
One of the advantages of a global mandate is the opportunity to identify and invest in some of the most unique and best run real estate companies in the world.
21 June 2018
How to win Monopoly in 3 easy steps
Monopoly is the ultimate real estate game – and it has a number of parallels for real life property investing.
5 June 2018
Investment Perspectives: Retail and residential population growth - the impact of demographics on real estate
Demographics really matter! The study of populations, how and where people move, is integral to real estate.
30 May 2018
Investment Perspectives: Banking on the boomers
Demographics is a broad topic. Last month we discussed the impact of demographics on various forms of real estate, focusing on the young – echo-boomers (apartments), Generation Z (student accommo