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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