Investment Perspectives: What happened to global inflation?
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores global inflation trends and their continued decline.
Investment Perspectives: The case for offshore investing in a low interest rate environment
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 he believes it’s prudent to look at offshore investments.
Investment Perspectives: Demographics matter
We think “macro investing” is hard, really hard. It’s not that we do not understand the macro-economic landscape, we do.
Investment Perspectives: Foreign exchange - hedged or unhedged?
When thinking about investing in foreign markets what is the correct approach to foreign exchange risk – hedged or unhedged?
Investment Perspectives: A case for Australian interest rates to approach 0%
Since the Reserve Bank of Australia (‘RBA’) moved the official cash rate to 2.5% in August 2013, market and RBA commentators have often speculated when and how the next move will occur.
Investment Perspectives: The search for yield - cyclical or structural?
Since the recovery from the financial crisis, a common theme has been that artificially low interest rates* have forced investors to search for yield, which in turn has resulted in overpriced assets.
Investment Perspectives: Benchmarking total returns
Investing is about deferred consumption. The reward for deferred consumption is the ability to consume more in the future.
