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