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 effectiveness of such an approach.
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.
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 ? firstly, at some point there will be a recession in the US and elsewhere, and secondly, we have very little idea when it will come.
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 Quantitative Easing.
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.
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 representing over 78,000 health practitioners and medical students.
Quay’s strong performance sees rating upgrade
The Quay Global Real Estate Fund has been upgraded to a recommended rating from Zenith Investment Partners, recognising the fund’s recent strong performance and business growth.
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. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve, have heightened apprehension of a US-led recession.
Investment Perspectives: Five lessons & observations from our first five years
Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund