Insights

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.

It’s been a tough six months; not only for listed real estate, but for most risk assets as well. Even the natural portfolio risk dampener, sovereign bonds, has suffered. 

In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.