Insights

Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors, explores global inflation trends and their continued decline.

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.

“He who sells what isn't his'n, must buy it back or go to prison.” Daniel Drew, 19th Century US speculator.

We think “macro investing” is hard, really hard. It’s not that we do not understand the macro-economic landscape, we do. 

When thinking about investing in foreign markets what is the correct approach to foreign exchange risk – hedged or unhedged?

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.

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.

Investing is about deferred consumption. The reward for deferred consumption is the ability to consume more in the future. 

Every generation has its own lifestyle and financial habits; segmenting your database accordingly will allow you to target your messages to the needs of each group.