Insights

The Quay Global Real Estate Fund (Unhedged) is now available on the CFS FirstChoice platform across its Wholesale, Super and Pension menus.

Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, The yield curve, recessions and soft landings; the big themes in global real estate right now; and risks and opportunities from the US tech wreck.

One of the accepted truisms in modern finance is that a lot of information can be derived from the yield curve.

The definition of a ‘bond vigilante’ is a bond trader who threatens to sell, or sells, a large amount of bonds to protest or signal distaste with policies of the issuer[1].  So, are they a factor in the current market environment?  

In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.

Chris Bedingfield joined the Equity Mates Investing Podcast to talk about his investment philosophy, why Quay invests in real estate, the current macro environment and more. 

It’s been a volatile year. High inflation, along with actual and expected high interest rates, have roiled markets across equities, fixed income, commodities and real estate. According to the theory, high interest rates stifle economic activity, reducing demand and moderating consumer prices.

Chris Bedingfield speaks with Holly Old about the team’s latest – and highly popular – Investment Perspectives article, 12 charts we’re thinking about right now.

The latest trends in housing, retail and venture capital – and what they mean for investors.