Why the disconnect between GREITs earnings and performance is resulting in significant long-term opportunities for investors

The fundamental differences between this period and the global financial crisis, including the impact of government response

Why negative leasing spreads are misunderstood

The potential (and surprising) short and long-term impacts of COVID on retail

How shopping centres will need to evolve in future to stay ahead of the curve

How same store sales and rent numbers affect the value of a company, and why rent:profit is the metric that really matters

What’s keeping the Quay team awake at night – and why they feel so comfortable about the portfolio

“It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not. They’re actually a day out – a way to catch up with friends, get something to eat, see interesting stores and products.”

Join Quay Global Investors’ Co-Principal and Portfolio Manager, Chris Bedingfield, as he explores the future of the retail sector with Holly Old, Account Director Investments (VIC, TAS) at Bennelong Funds Management.

<p>&ldquo;It&rsquo;s easy for us to say shopping centres are a chore. But for a lot of people, they&rsquo;re not. They&rsquo;re actually a day out &ndash; a way to catch up with friends, get something to eat, see interesting stores and products.&rdquo;</p>
<p>Join Quay Global Investors&rsquo; Co-Principal and Portfolio Manager, Chris Bedingfield, as he explores the future of the retail sector with Holly Old, Account Director Investments (VIC, TAS) at Bennelong Funds Management.</p>

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