Insights

Demographics is a broad topic. Last month we discussed the impact of demographics on various forms of real estate, focusing on the young – echo-boomers (apartments), Generation Z (student accommodation), and overall population growth in Australia and its impact on consumption (retail).

This is the fourth in our series of Trip Insights. It follows a trip in April 2018 when Mark Jones, 4D Senior Investment Analyst, completed an extensive company engagement and calling program in Canada over two weeks, meeting with management teams from Oil & Gas Infrastructure, Regulated Utilities, Renewables, Rail, and Communications Infrastructure across a number of provinces and cities.

Quay Global Investors has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Global Property Securities Award for its Quay Global Real Estate Fund.

Bennelong Australian Equity Partners (BAEP) has taken out the 2018 Money Management/Lonsec Fund Manager of the Year Award for the best Australian Large Cap Equities Fund.

What does the future hold for the global equities market?

What does the future hold for the Australian equities market, and what are some of our best ideas?

At Quay, one of our key investment philosophies is that investing today ought to ensure one’s ability to spend more in the future – that is, returns should always seek to beat the rise in the cost of living after fees and taxes. 

Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets.

The study of populations is integral to real estate. Unlike the speculation, opinions and decisions of the most powerful in the world, nothing can stop the effect of demographics on the economy – it is the slow-moving beast that influences demand and thus resource allocation.