
Investment Perspectives: Riding the silver tsunami
The aging population presents a powerful investment theme, but as the recent legal setback for Lifestyles Investment Communities (ASX: LIC) shows, execution matters. LIC’s plights highlight the risks of complex structures in thematic investing. In contrast, North American senior housing REITs offer a clearer, cashflow-driven model with strong secular tailwinds.

Investment Perspectives: 10 charts shaping our thinking
As markets navigate the post-COVID landscape, many assumptions once considered unshakable are being challenged. E-commerce, once seen as unstoppable, may be hitting its limit. Physical retail is making a quiet comeback, while industrial real estate faces headwinds.

Investment Perspectives: Six themes impacting GREITs right now
Deep-dive company research is central to Quay’s investment process. This month we unpack six key themes – both emerging and ongoing – that stood out from over 30 in-person meetings with prospective and existing investees across Europe, the UK and the US.

Investment Perspectives: Thinking about bonds.....and the local school play
What’s happening in the bond market? We have some thoughts.

Investment Perspectives: The clear themes emerging from the tariff chaos
Through all the noise, we believe some important themes are emerging which are likely to last well beyond any potential forthcoming tariff compromise (or non-compromise).

Investment Perspectives: Not another US recession
It’s that time of year again. As 2025 moves into full swing, another round of (US) recession talk is escalating, creating significant market volatility.

Investment Perspectives: Share based payments are an expense!
As capital becomes more global, the trend to compare the pricing of global companies to local is on the rise.

Investment Perspectives: The investment case for Safehold
Being unique for the sake of it is no justification for investment. However, we are confident that the new-age ground lease niche, to which Safehold (SAFE) is the pioneer, is not yet widely known or properly understood by the market.

Investment Perspectives: Why a Trump presidency could be deflationary
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.