Podcast: The latest trends in housing, retail and venture capital

Chris Bedingfield

Quay Global Investors

In our latest podcast, I speak with Bennelong Funds Management's Holly Old about the latest - and highly popular - Investment Perspectives article, 12 charts we're thinking about right now.

"We thought there was so much going on in markets right now that it was just too much to write about, and too many words to put down. So we cheated a bit and put out these charts, which I think people like – because a picture tells a thousand words."

Listen to the podcast here.

  • 0:42 – Initial results from the current reporting season
  • 3:46 – Inflation: what will central banks do?
  • 7:28 – The supply and demographic dynamics pushing huge opportunity in US housing
  • 11:53 – Why Quay believes bricks and mortar retail is definitely not dead

Investing in global listed real estate

Quay Global Investors, a Bennelong Funds Management boutique, focuses on the preservation and creation of wealth through innovative strategies in real estate securities. For more insights on global property, visit Quay’s website.

Managed Fund
Quay Global Real Estate Fund (Unhedged)
Global Property
Managed Fund
Quay Global Real Estate Fund (AUD Hedged)
Global Property
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1 contributor mentioned

Chris Bedingfield
Principal and Portfolio Manager
Quay Global Investors

Chris has nearly 30 years of experience working as a real estate specialist, with a background in investment banking and equities research. Prior to co-founding Quay, he worked in real estate investment banking at Credit Suisse and Deutsche Bank.

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