Quay Global Investors lists two active ETFs on the ASX

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

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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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Fears of US economic downturn are overdone

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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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Busting two popular myths about the Australian property market

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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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Mixed market sentiment for 2025 driven by global geopolitics and central bank easing cycles

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The incoming Trump administration has raised uncertainty about the outlook for global markets in 2025, particularly around the implementation of Trump’s protectionist policies, according to Bennelong and its fund manager

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Is the US headed for recession?

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

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

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

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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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The housing market’s turning – and not just in Australia

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Is FORA (fear of renting again) driving global residential markets? In March, Australia, the US and Canada recorded their first monthly increase in residential prices. UK house prices have been

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