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Quay Global Investors’ Portfolio Manager, Chris Bedingfield, chats with Bennelong Funds Management’s Carl McMinn about the changing market environment, what’s ahead for the sector and how Quay is positioning the portfolio.

“Raising interest rates can’t get a captain on a boat into a port any quicker. We don’t have a demand problem, we have a supply problem.”

This episode covers: 
Hedging against inflation
Is raising interest rates a mistake?
Positioning for the portfolio in the current environment

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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.

Quay Global Investors’ Portfolio Manager, Chris Bedingfield, chats with Bennelong Funds Management’s Carl McMinn about the changing market environment, what’s ahead for the sector and how Quay is positioning the portfolio.
“Raising interest rates can’t get a captain on a boat into a port any quicker. We don’t have a demand problem, we have a supply problem.”
 This episode covers: 
<ul>
<li>Hedging against inflation</li>
<li>Is raising interest rates a mistake?</li>
<li>Positioning for the portfolio in the current environment</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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