Anti-themes important to avoid permanent loss of capital

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While investors tend to look to the themes and trends driving investment opportunities, it is also useful to recognise the ‘anti-themes’ influencing markets, says Chris Bedingfield, Portfolio Manager at Quay

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Technology, ‘echo boomers’ and aging population set to boost global property returns

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Of nine major asset classes, global real estate has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in

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Investing beyond the backyard for better returns and greater diversification

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Australian investors who seek diversification by coupling Australian shares with domestic residential investment property are not obtaining the benefits they seek, says Chris Bedingfield from Quay Global Investors. “With more

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A bond bubble bust: what it means for real estate

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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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Are central banks losing their effectiveness?

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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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Quay launches retail global real estate fund

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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

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

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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

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The case for global real estate

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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,

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

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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

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The case for offshore investing in a low interest rate environment

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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

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