Insights

Last month, US voters re-elected Donald Trump for a second term as US president. As a result, market enthusiasm and expectations are high. An immediate rally in US equities (and a selloff in bonds) pointed to renewed optimism for both growth and pessimism for inflation.

While hindsight is 20/20, Nike's recent moves in the retail space offer valuable lessons for consumer businesses and real estate investors alike. 

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 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).

In financial markets, there’s always something to worry about.

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.

Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast. 

Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.

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.