Investment Perspectives: A Nike case study - lessons for real estate investors
While hindsight is 20/20, Nike's recent moves in the retail space offer valuable lessons for consumer businesses and real estate investors alike.
Investment Perspectives: 10 charts that recently caught our eye
From rising deficits to debunking housing market myths, this article explores the economic indicators shaping the US and Australian markets, offering insights into fiscal policies, interest rates, and real estate dynamics.
Quay reaches 10-year milestone with double digit returns
Quay celebrated its 10-year fund anniversary, returning 10.05 per cent per annum* since inception to investors in its Quay Global Real Estate Fund (Unhedged).
Investment Perspectives: Is the US headed for recession?
In financial markets, there’s always something to worry about.
Investment Perspectives: Thinking about (REIT) timing
After a slew of favourable economic data points over the past several months, global central banks appear to be at the beginning of an interest rate easing cycle.
Navigating market cycles and opportunities
Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast.
Investment Perspectives: Why are we listening to central banks?
Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.
Investment Perspectives: The opportunity in Canadian housing
Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.
Investment Perspectives: 14 of the most important charts for data centre investors right now
If there was one dominant real estate investment theme this past year, it’s data centres.