Article list

Everything from Quay Global Investors - a Bennelong Funds Management boutique

Thinking about shopping Malls

From Quay Global Investors - a Bennelong Funds Management boutique

The month of May was particularly brutal for a number of US and Australian retailers. In the US, GAP, L Brands, Macy’s Nordstrom and others reported weaker than expected or

continue reading

15 Jun 2016

Quay launches retail global real estate fund

From Quay Global Investors - a Bennelong Funds Management boutique

Quay Global Investors has released a retail version of its successful wholesale fund, the Quay Global Real Estate Fund, which has delivered an annualised return of 27.1% since inception* (as

continue reading

11 Feb 2016

Why investing for total return, not relative return, makes sense

From Quay Global Investors - a Bennelong Funds Management boutique

Like most asset classes, real estate offers investors a total return, comprising income and capital gain. Over time, the capital gain of a property asset reflects the growth in underlying

continue reading

30 Nov 2015

What happened to global inflation?

From Quay Global Investors - a Bennelong Funds Management boutique

“The U.S. inflation in the first half of the year was probably ‘‘markedly lower’ than reported, but policymakers are unlikely to set interest rates incorrectly as a result, according to

continue reading

21 Sep 2015

The case for global real estate

From Quay Global Investors - a Bennelong Funds Management boutique

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores the benefits of investing in global real estate – from accessing listed asset classes not easily accessible in Australia,

continue reading

18 Aug 2015

Listed real estate and rising interest rates – should we be concerned?

From Quay Global Investors - a Bennelong Funds Management boutique

One of the more persistent themes in listed real estate today is the so-called headwinds of rising US (and global) interest rates. The narrative argues rising interest rates are negative

continue reading

06 Jul 2015

The case for offshore investing in a low interest rate environment

From Quay Global Investors - a Bennelong Funds Management boutique

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explains the little known link between loans and deposits, the impact on equities and the Australian superannuation system, and why

continue reading

15 Jun 2015

FIRST 1...3 4 5 67 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]