Quay podcast: FORA - fear of renting again

Quay Global Investors

March 2023

Chris Bedingfield speaks with Bennelong's Holly Old about the future of house prices in Australia, the fear of renting again, and what history has taught us about the next global crisis.

"FOMO, fear of missing out, has changed to FORA, which is fear of renting again. And I think that's what's caused a bit of the supply strike that's happening. And there's a very bearish narrative in the residential commentary at the moment... but I think when you really look at it from a logical and a cool perspective, it's probably not as bad as people say."

• 0:36 - March madness - the rate height cycle, the big news on banks, and the outcome of reporting season
• 4:49 - The buyer versus seller strike, and the future of house prices in Australia
• 8:11 - Chris's new acronym, FORA
• 12:08 - Why we're not entering another global financial crisis

Funds operated by this manager:

Quay Global Real Estate Fund (AUD Hedged), Quay Global Real Estate Fund (Unhedged)

The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.