![Investment-Perspectives-Why-investing-for-total-return-not-relative-return-makes-sense](/sites/default/files/styles/listing_view_component/public/2019-12/Investment-Perspectives-Why-investing-for-total-return-not-relative-return-makes-sense.jpg?h=6302eb89&itok=lgO6SH2q)
Bennelong Funds Management
Investment Perspectives: Why investing for total return, not relative return, makes sense
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 rental income.
![Investment-Perspectives-NAV-versus-Total-Return-Investing.jpg](/sites/default/files/styles/listing_view_component/public/2020-01/Investment-Perspectives-NAV-versus-Total-Return-Investing.jpg?h=6302eb89&itok=RQgTbkVz)
Quay Global Investors
Investment Perspectives: NAV versus Total Return Investing - an insight into Quay's investment approach
While in New York recently at a global real estate conference, we attended a number of company meetings with other participants.
![Global-Matters-Assessing-the-sovereign-risk-of-Australia-v-USA.jpg](/sites/default/files/styles/listing_view_component/public/2020-01/Global-Matters-Assessing-the-sovereign-risk-of-Australia-v-USA.jpg?h=6302eb89&itok=AGrPAigW)
4D Infrastructure
Global Matters: Assessing the sovereign risk of Australia v USA
Greg Goodsell, Global Equity Strategist at 4D Infrastructure, compares the sovereign risk of investing in Australia versus the United States.
![Quay Global Investors](/sites/default/files/styles/listing_view_component/public/2019-12/Quay-Global-Investors.jpg?h=6302eb89&itok=Jt0fgrDB)
Quay Global Investors
Investment Perspectives: BoAML Real Estate Conference - thoughts and themes
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, shares key themes which emerged from meetings following the attendance of the Bank of America Merrill Lynch Global Real Estate Conference held in New York.
![https://master-7rqtwti-bl6rd2coghu5e.au.platformsh.site/sites/default/files/2020-03/Active-versus-passive-management-when-actively-managed-funds-make-sense.jpg](/sites/default/files/styles/listing_view_component/public/2020-03/Active-versus-passive-management-when-actively-managed-funds-make-sense.jpg?h=6302eb89&itok=MsVHo0Sn)
Bennelong Funds Management
Active versus passive management: when actively managed funds make sense
Exchange-traded funds (ETFs) have shaken up the Australian funds management landscape. From their inception in 2001, ETFs have grown to a market capitalisation of $18.5 billion in Australia[1] with a population of almost 130.
![Investment-Perspectives-The-case-for-global-real-estate](/sites/default/files/styles/listing_view_component/public/2019-12/Investment-Perspectives-The-case-for-global-real-estate.jpg?h=6302eb89&itok=nk5jF2cN)
Quay Global Investors
Investment Perspectives: The case for global real estate
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, to competitive total returns.
![Investment Perspectives Listed real estate and rising interest rates - should we be concerned](/sites/default/files/styles/listing_view_component/public/2020-06/Investment-Perspectives-Listed-real-estate-and-rising-interest-rates-should-we-be-concerned.jpg?h=6302eb89&itok=InxC4PjP)
Quay Global Investors
Investment Perspectives: Listed real estate and rising interest rates - should we be concerned?
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 for listed real estate prices. We believe there are a number of problems with this argument.
![Investment-Perspectives-What-happened](/sites/default/files/styles/listing_view_component/public/2019-12/Investment-Perspectives-What-happened-to-global-inflation.jpg?h=6302eb89&itok=AXHvZo-I)
Bennelong Funds Management
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.jpg](/sites/default/files/styles/listing_view_component/public/2020-03/Investment-Perspectives-The-case-for-offshore-investing-in-a-low-interest-rate-environment.jpg?h=6302eb89&itok=MWks6LDn)
Quay Global Investors
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.