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Podcast: portfolio and market update with Chris Bedingfield

Listen to Quay Portfolio Manager Chris Bedingfield discuss the current market environment.

Is it time to start buying UK domestics?



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?

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