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Portfolio and market update with Chris Bedingfield - November 2019

Listen to the latest portfolio and market update from Chris Bedingfield (Principal & Portfolio Manager - Quay Global Investors) as he discusses a range of topics.

BAEP portfolio & market update

Listen to the latest portfolio and market update from Chris Bedingfield (Principal & Portfolio Manager - Quay Global Investors) as he discusses a range of topics, including:

  • Update on the fund's performance;
  • Property thematics;
  • Portfolio winners and losers;
  • Global macro environments; &
  • New portfolio themes.