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Quay Global Investors Insights
Articles
19 January 2017

Investment Perspectives: The anatomy of a good CEO

At Quay, we like to think of ourselves as bottom-up stock and industry analysts. We try to minimise risk through our investment process. However, we are also fully aware of our limitations.
Investment-Perspectives-Bonds-Bunds-Bubbles
Articles
24 November 2016

Investment Perspectives: Bonds, Bunds & Bubbles - is the 30-year bond cycle over?

Here we are seven years later, and the fear of the great bond collapse is upon us - again.
How-might-investors-approach-investing-offshore
Videos
31 August 2016

How might investors approach investing offshore?

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, shares his insights on The Switzer Investor Series: Investing in Growth Masterclass.
Investment-Perspectives-Beware-the-chase-for-yield
Articles
18 August 2016

Investment Perspectives: Beware the chase for yield

It now seems the consensus gets it. Interest rates will stay lower for longer and are unlikely to ‘normalise’ any time soon.
Investment-perspectives-Defining-risk
Articles
5 August 2016

Investment perspectives: Defining risk

Before we define risk, we must first define our investment objective. If we were to measure our investment objective relative to an index, risk is defined as variances to the index.
Building
Articles
11 July 2016

Investment Perspectives: NAREIT REIT Week - thoughts and themes

At the start of June we attended the annual National Association Real Estate Investment Trust (NAREIT) conference in New York.
Why-global-real-estate
Videos
28 June 2016

Why global real estate?

Chris Bedingfield, Portfolio Manager at Quay Global Investors, discusses the benefits of investing in global real estate, sector themes and Quay’s investment strategy.
Investment-Perspectives-Thinking-about-Malls-Shopping-Centres
Articles
20 June 2016

Investment Perspectives: Thinking about Malls (Shopping Centres)

The month of May was particularly brutal for a number of US and Australian retailers.
Investment-Perspectives-Australian-Sovereign-Credit-Rating-AAA-does-it-matter
Articles
10 May 2016

Investment Perspectives: Australian Sovereign Credit Rating (AAA) - does it matter?

It’s the time of year when the nation’s economic eyes turn to the Federal Budget. The fact we have an election in the following weeks adds more than the usual scrutiny to the “bottom line”.
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