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

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

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