Investment Perspectives: So, what happens if there is a recession?
One of the many rewarding aspects of our job is the opportunity to meet current and prospective investors – discussing our investment strategy and philosophy, and portfolio positioning.
Avant backs Quay Global Investors in global real estate equities
Bennelong Funds Management’s global real estate manager, Quay Global Investors, has won its first institutional mandate, partnering with Avant, one of Australia’s leading medical defence organisations representing over 78,000 health practitioners and medical students.
Quay’s strong performance sees rating upgrade
The Quay Global Real Estate Fund has been upgraded to a recommended rating from Zenith Investment Partners, recognising the fund’s recent strong performance and business growth.
Investment Perspectives: Negative bond yields - what does it mean, and what’s the end game?
Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called ‘inversion’ of the US yield curve, have heightened apprehension of a US-led recession.
Investment Perspectives: Five lessons & observations from our first five years
Time flies. On 30 July 2014 we launched the Quay Global Real Estate Fund
Investment Perspectives: Where profits come from, and the vulnerabilities in Australian corporate earnings
Equity investors rejoiced in June as the Fed signaled it may cut interest rates, but interest rates do not drive long run equity performance - profits do. We take a look at why investors should spend less time thinking about or predicting what the Fed will do, and more time thinking about the purse strings controlled by Congress.
Investment Perspectives: A conservative government, falling interest rates, and new APRA lending guidelines; w
The RBA recently cut its official interest rate by 25 basis points to a record low of 1.25%.
Modern Monetary Theory, and why you're about to hear a lot more about it
Hear Chris Bedingfield explain one of the most controversial economic topics today: Modern Monetary Theory.
Quay wins global property award for the second time
For the second year in a row, Quay Global Investors has won the Global Property Securities category for its Quay Global Real Estate Fund at the Money Management/Lonsec Fund Manager of the Year Awards.