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Everything from Quay Global Investors - a Bennelong Funds Management boutique

Quay Global Investors lists two active ETFs on the ASX

From Quay Global Investors - a Bennelong Funds Management boutique

The Quay Global Real Estate Fund (Unhedged) Active ETF (ASX:QGRU) and the Quay Global Real Estate Fund (AUD Hedged) Active ETF (ASX:QGFH) are available for trading on the ASX from

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25 Nov 2025

E-commerce hits its limit as physical retail make a comeback

From Quay Global Investors - a Bennelong Funds Management boutique

Once seen as unstoppable, e-commerce may be hitting its limit with physical retail real estate making a quiet comeback, says Chris Bedingfield, portfolio manager at Quay Global Investors. “During and

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27 Aug 2025

The clear themes emerging from the tariff chaos

From Quay Global Investors - a Bennelong Funds Management boutique

Through all the noise, we believe some important themes are emerging which are likely to last well beyond any potential forthcoming tariff compromise (or non-compromise). A very noisy month April

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06 Jun 2025

Fears of US economic downturn are overdone

From Quay Global Investors - a Bennelong Funds Management boutique

Fears of an imminent US economic downturn are premature given government spending will remain consistent with last year’s levels or even higher. According to Chris Bedingfield, principal and portfolio manager,

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29 May 2025

Busting two popular myths about the Australian property market

From Quay Global Investors - a Bennelong Funds Management boutique

Australian real estate is the quintessential “barbecue stopper”, especially if there are multi-generations attending. In a cost-of-living crisis the discussion has only been heating up. But we believe that many

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05 Dec 2024

Is the US headed for recession?

From Quay Global Investors - a Bennelong Funds Management boutique

In financial markets, there’s always something to worry about. For the better part of three years, markets have fretted about a 1970s-style inflation cycle. It seemed every inflation print mattered

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18 Sep 2024

Quay Global Investors reaches its 10-year milestone with double digit returns

From Quay Global Investors - a Bennelong Funds Management boutique

Quay Global Investors, a Bennelong boutique, has celebrated its 10-year fund anniversary, returning 10.05 per cent per annum* since inception to investors in its Quay Global Real Estate Fund (Unhedged). The

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12 Sep 2024

AI boosts appeal of investment in data centres as supply is constrained

From Quay Global Investors - a Bennelong Funds Management boutique

An undersupply of data centre capacity following the surge in AI and cloud-based demand creates long-term benefits for data centre investors, according to Gavin Truong, senior investment analyst, Quay Global

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17 May 2024

Zero interest rates are inevitable as household savings fall, debt builds

From Quay Global Investors - a Bennelong Funds Management boutique

Households are facing significant pressure on their balance sheets, however this is not a function of ‘the cost-of-living pressures’ or interest rates. The squeeze on households is coming from deliberate government

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26 Apr 2024

Interest rate cuts in the US could boost the global REIT sector

From Quay Global Investors - a Bennelong Funds Management boutique

The global REIT sector could bounce this year when the US Federal Reserve begins reducing interest rates, with the relatively robust macroeconomic environment supporting the demand for property, according to

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05 Apr 2024

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