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Everything from Quay Global Investors - a Bennelong Funds Management boutique

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

12 surprising charts for your Christmas stocking

From Quay Global Investors - a Bennelong Funds Management boutique

Chris Bedingfield from Quay Global Investors, shares 12 charts which look at some of the interesting trends in global real estate and what’s to come in 2024 and beyond. Chart

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15 Dec 2023

What does ‘higher for longer’ mean for real estate?

From Quay Global Investors - a Bennelong Funds Management boutique

The capitulation of the long end of the yield curve has been brutal. In the US, for the best part of 18 months, the inverted yield curve (defined as long

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15 Nov 2023

The global commercial property market an attractive option for investors

From Quay Global Investors - a Bennelong Funds Management boutique

Listed property has de-rated significantly over the past 12 – 18 months, which has led to an increase in attractive opportunities in the global market, according to principal and portfolio

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26 Oct 2023

Thinking about the cycle

From Quay Global Investors - a Bennelong Funds Management boutique

Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real

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15 Aug 2023

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