Insights

In this edition of Investment Perspectives, Chris Bedingfield highlights additional insights from MMT as it relates to the private sector and the external accounts (external trade and the current account).

If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT.

SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of "Outstanding" (4½ stars).

Gyrations in equity markets over the past three months have been significant. After a -4.2% decline in December and -11% fall for the final quarter of 2018, global equities have recovered strongly, up 9.5% so far this year.

It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been the bulls that have, on average, been winning.

On Your Money, Chris Bedingfield explains how an oversupply of dwellings and tighter credit conditions have made him bearish on Australian residential property – and just how far prices and interest rates could drop.

Contrary to the general consensus outlook, interest rates are probably set to fall as Australia's household debt reaches an all-time high, according to principal and portfolio manager of Quay Global Investors, Chris Bedingfield.

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst, as the Quay Global Real Estate Fund is made available through the BT Panorama and BT Wrap platforms.

Not long after my daughter turned five I took her to see her first movie, “Up”. It’s about an elderly man who, along with an unexpected young friend, tries to re-capture his youthful passion for adventure.