How do you predict a recession? Lookout for over investment

Fund Manager Chris Bedingfield remembers the commercial downturn of the early ’90s and incorporates lessons learned in his approach to risk. The co-founder of Quay Global Investors has diversified across styles and geography to minimise that risk. He’s also avoiding offices and shopping centres, the most commonly available styles of REITs in Australia. Chris Bedingfield tells James Brandis that presidents will come and go, interest rates will go up and down, but the long-term story he’s focussed on is our aging population, which he likes the global healthcare sector. Chris, can you start by telling us about the Quay Global Real Estate fund? The

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