Don’t fear the taper

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As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic output is near or above

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Investment Perspectives from Quay: Thinking about office

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Thinking about office Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of

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Higher inflation can be a friend to real estate investors

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When investing in real estate, higher inflation is more likely to be a friend than a foe, helping protect investment from supply side issues and driving up the residual value

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10 charts we’re thinking about right now

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What it means House prices around the world are rising rapidly – including in the United States. Recent gains have re-opened old GFC wounds, with escalating concern of another housing

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Six reasons to not worry about inflation

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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? Before we begin,

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Let’s get fiscal

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The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. But financial markets also provided a memorable event. Last January,

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What the US election and a COVID-19 vaccine mean for real estate

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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. The following

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Thinking about liquidity

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A slightly controversial chart Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock

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10 interesting charts right now – COVID-19 edition

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Is government debt bad or good? What it means The government fiscal response to COVID-19 and the associated forced shut-down of the economy has been significant. In our view, there

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Explaining the April US equity bounce

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Key points US unemployment is heading for levels not seen since the Great Depression. Despite the current dire economic outlook, US equity indices are back to October 2019 levels after

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