Insights

Our view is non-consensus, and we’re okay with that. For the most part, the economic consensus in Australia is that the next interest rate move will be up. The current debate centres on when this move will occur, with the more dovish commentators suggesting we may have to wait until late 2020 to see the cash rate move to 1.75% from its current 1.50% setting.

A picture paints a thousand words, as the saying goes. This month’s Investment Perspectives contains 12 charts that show some of the data and trends we think are really interesting right now.

One of the advantages of a global mandate is the opportunity to identify and invest in some of the most unique and best run real estate companies in the world.

Monopoly is the ultimate real estate game – and it has a number of parallels for real life property investing. Chris Bedingfield explains how to win in three easy steps; and why those three factors are a recipe for real estate success.

Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.

Demographics is a broad topic. Last month we discussed the impact of demographics on various forms of real estate, focusing on the young – echo-boomers (apartments), Generation Z (student accommodation), and overall population growth in Australia and its impact on consumption (retail).

Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund.

At Quay, one of our key investment philosophies is that investing today ought to ensure one’s ability to spend more in the future – that is, returns should always seek to beat the rise in the cost of living after fees and taxes. 

The study of populations is integral to real estate. Unlike the speculation, opinions and decisions of the most powerful in the world, nothing can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.