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Everything from Quay Global Investors

Hyperscalers boost data centre demand, but care must be taken when investing

From Quay Global Investors

The AI boom has reshaped the data centre landscape at a pace few anticipated. The sector is evolving rapidly, driven by the growth in spending by large US ‘hyperscalers’ such

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21 Oct 2025

A closer look at US housing

From Quay Global Investors

Déjà vu? If we were to rewind back to the years leading up to the global financial crisis (GFC) of 2007/08, some key economic factors stand out. House prices were

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17 Oct 2022

12 charts we’re thinking about right now

From Quay Global Investors

What it means At a time when many commentators are grappling to find an analogy to explain the current inflation episode, we believe it’s worth considering what happened in the

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12 Aug 2022

A bond bubble bust: what it means for real estate

From Quay Global Investors

With equity markets approaching all time highs, and fixed income markets still sitting near all time lows, the prospect of higher interest rates has been unsettling markets. But investment opportunities

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30 Nov 2016

Beware the chase for yield

From Quay Global Investors

Out of fear they’d become the next Greece, western nations thought they must cut government spending. But it now seems there is a new consensus about the required approach, increasing

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15 Aug 2016

Are central banks losing their effectiveness?

From Quay Global Investors

The use of low interest rates by central banks to help assist recovery is unlikely to have the desired effect, and may ultimately cause significant market disruption, says Chris Bedingfield,

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22 Feb 2016

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 [...]