Insights

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.

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.

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores global inflation trends and their continued decline.

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explains the little known link between loans and deposits, the impact on equities and the Australian superannuation system, and why he believes it’s prudent to look at offshore investments.

We think “macro investing” is hard, really hard. It’s not that we do not understand the macro-economic landscape, we do. 

When thinking about investing in foreign markets what is the correct approach to foreign exchange risk – hedged or unhedged?

Since the Reserve Bank of Australia (‘RBA’) moved the official cash rate to 2.5% in August 2013, market and RBA commentators have often speculated when and how the next move will occur.

Since the recovery from the financial crisis, a common theme has been that artificially low interest rates* have forced investors to search for yield, which in turn has resulted in overpriced assets.

Investing is about deferred consumption. The reward for deferred consumption is the ability to consume more in the future.