Insights

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?

The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.  

Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.

Chirs Bedingfield and Morningstar's Lex Hall discuss the global property environment.

The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. 

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.

Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across global equities and listed real estate.

Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.

"It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not. They’re actually a day out – a way to catch up with friends, get something to eat, see interesting stores and products."