In this podcast episode, Quay Global Investors’ Portfolio Manager, Chris Bedingfield, chats with Bennelong Funds Management’s Holly Old about the team’s 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.”

This episode covers:

• The initial results from reporting season
• What central banks will do to combat inflation
• The supply and demographic dynamics pushing huge opportunity in US housing
• Why Quay believes brick and mortar retail is definitely not dead.

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