In this podcast episode, Quay Global Investors’ Portfolio Manager, 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.

“If inflation is transitory and we can get through all the supply bottlenecks now that China's opening up, you could get a scenario where the yield curve is inverted, the Fed starts cutting rates in the next year or two, and we don't have a recession.”

This episode covers:
What the yield curve has historically signalled about recessions, and whether this time is any different 
Chris's top three takeouts from the recent NAREIT conference (spoiler: cost of funding, struggling developments, and 'recession watch')
Why the US tech wreck is affecting apartments just as much as office.

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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.

In this podcast episode, Quay Global Investors’ Portfolio Manager, 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.
“If inflation is transitory and we can get through all the supply bottlenecks now that China's opening up, you could get a scenario where the yield curve is inverted, the Fed starts cutting rates in the next year or two, and we don't have a recession.”
This episode covers:
<ul>
<li>What the yield curve has historically signalled about recessions, and whether this time is any different </li>
<li>Chris's top three takeouts from the recent NAREIT conference (spoiler: cost of funding, struggling developments, and 'recession watch')</li>
<li>Why the US tech wreck is affecting apartments just as much as office.</li>
</ul>
Thanks for listening. If you have any questions, or want to learn more, visit our <a href="https://www.bennelongfunds.com/">website</a>.
<a href="https://go.bennelongfunds.com/Subscription-Management-2020_Website.html">Subscribe </a>to receive regular insights.
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.

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