As published on Morningstar on 18 February 2021
"Some of the stocks that we own in our portfolio continue to hit all-time highs. We are unhedged. So, the rally in the Australian dollar has crimped our returns a little bit. But at the other end of the spectrum, you've had sectors that have been very disproportionately affected."
Principal & Portfolio Manager Chris Bedingfield shares his thoughts on the global property environment.