Investment Perspectives: Australian residential property - taking a different perspective
The National Rugby League (NRL) competition began this week. Over the years I have actively bet on the opening round in each season. The strategy is to bet against the favourite in each game for the first round. It does not work ever year, but on average I am ahead.
Investment Perspectives: Are central banks losing their effectiveness?
Over the past five years, financial markets have moved in concert with changes in policy from central banks.
Investment Perspectives: Rising US cash rates - headwind for REITs or equities?
US Federal Reserve expected to begin cash rate tightening cycle for first time since May 2004.
Investment Perspectives: Why investing for total return, not relative return, makes sense
Like most asset classes, real estate offers investors a total return, comprising income and capital gain. Over time, the capital gain of a property asset reflects the growth in underlying rental income.
Investment Perspectives: NAV versus Total Return Investing - an insight into Quay's investment approach
While in New York recently at a global real estate conference, we attended a number of company meetings with other participants.
Investment Perspectives: BoAML Real Estate Conference - thoughts and themes
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, shares key themes which emerged from meetings following the attendance of the Bank of America Merrill Lynch Global Real Estate Conference held in New York.
Investment Perspectives: The case for global real estate
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores the benefits of investing in global real estate - from accessing listed asset classes not easily accessible in Australia, to competitive total returns.
Investment Perspectives: Listed real estate and rising interest rates - should we be concerned?
One of the more persistent themes in listed real estate today is the so-called headwinds of rising US (and global) interest rates. The narrative argues rising interest rates are negative for listed real estate prices. We believe there are a number of problems with this argument.
Investment Perspectives: What happened to global inflation?
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores global inflation trends and their continued decline.