Investment Perspectives: REITs and navigating the inflation panic
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.
Investment Perspectives: Thinking about industrial (and Qantas and Netflix)
In global real estate, there has been no sector that has enjoyed more demand tailwinds over the past 10 years than industrial.
Quay podcast: Inflation, interest rates and industrials
Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.
Investment Perspectives: What does the REIT equity risk premium tell us about the sector?
Listed real estate has performed well relative to broader equities, again proving itself a defensive asset class during periods of high inflation and rising interest rates.
Investment Perspectives: Hedging against inflation – gold or real estate?
In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation.
Investment Perspectives: Interest rates, bonds and listed real estate
Just as we seemed to be passing peak inflation (port access has been improving and second hand car prices declining), the recent attack by Russian forces into Ukraine has resulted in another spike in commodity prices.
Quay podcast: House prices in 2022 and beyond
Chris Bedingfield shares his views on Australia’s favourite topic.
Quay Global Investors launches currency hedged fund
Real estate fund manager Quay Global Investors has launched a new currency hedged fund, the Quay Global Real Estate Fund (AUD Hedged) (‘the Hedged Fund’).
Investment Perspectives: House prices – what’s in store for 2022 and beyond
According to CoreLogic, Australian house prices increased +22.1%[1] in 2021, led by Australia’s largest city of Sydney (+25.3%).