Insights

Podcast: portfolio and market update with Chris Bedingfield

28 April 2020


Listen as Chris Bedingfield of Quay Global Investors discusses the current environment, including:

  • 1:05 – Where interest rates and inflation are heading
  • 3:55 – How this impacts property
  • 5:45 – Particular thoughts on the Australian property market
  • 8:10 – What ‘shape’ the recovery may take
  • 10:20 – Why being index unaware is a key feature of Quay’s strategy
  • 14:45 – Views on Hong Kong
  • 16:35 – Currency unhedged vs hedged
  • 20:00 – The liquidity of the fund
  • 21:58 – Biggest opportunities (and threats) right now
  • 26:15 – How the fund has performed this year
  • 27:52 – Where to from here?

Your privacy

We use cookies to ensure you get a better experience. Click to consent below and continue.

I’m OK with that

 

You can change your browser settings at any time and learn more by reading our privacy policy.