Insights

Chris Bedingfield sat down with Paul O'Connor at Netwealth for a recent episode of the Portfolio Construction Podcast. 

Quay’s Co-Principal and Portfolio Manager, Justin Blaess, speaks with Bennelong Account Director, Jodie Saw, about the impact of high rates on REITs (less of an issue than most expect), the mismatch between supply and demand (the main drivers of return), the opportunities emerging globally, and Quay’s long-term earnings outlook.

Justin Blaess, Quay's Principal and Portfolio Manager, was recently interviewed on Money Management's Relative Return podcast. 

Chris Bedingfield speaks with Bennelong Account Director, Mai Platts, about the latest results from reporting season, Quay’s current portfolio positioning, the opportunities in residential and self-storage, and the ongoing impact of inflation and bank failures.

Chris Bedingfield speaks with Bennelong’s Holly Old about the future of house prices in Australia, the fear of renting again, and what history has taught us about the next global crisis.

Chris Bedingfield speaks with Bennelong’s Holly Old about the team’s latest Investment Perspectives article, The yield curve, recessions and soft landings; the big themes in global real estate right now; and risks and opportunities from the US tech wreck.

Chris Bedingfield joined the Equity Mates Investing Podcast to talk about his investment philosophy, why Quay invests in real estate, the current macro environment and more. 

Chris Bedingfield speaks with Holly Old about the team’s latest – and highly popular – Investment Perspectives article, 12 charts we’re thinking about right now.

Quay’s Chris Bedingfield and Bennelong’s Carl McMinn discuss the changing market environment, what’s ahead for the sector, and how Quay is positioning the portfolio – rising interest rates or not.