- 1:15 – Why the team continues to like residential housing, and how its position in the portfolio has evolved over the past seven years (and particularly since COVID)
- 6:27 – The rise and rise of retail, both online and bricks & mortar
- 8:42 – … and yet household savings are still strong
- 11:29 – Why Quay has finally added an (albeit small) office position into the portfolio
- 16:45 – Why investors shouldn’t get too caught up in the noise around interest rate movements
The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.