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bonds
Podcasts
15 March 2021 15 min listen

Kardinia podcast: Vaccines, bond yields and inflation

Kristiaan Rehder explains why he’s watching the steepening yield curve.
covid
Articles
5 March 2021 5 min read

The Long and The Short: The beginning of the end

The COVID-19 virus has had a devastating impact around the world. More than 2.5 million people have died, including more than 500,000 in the US, more than 120,000 in the UK, and 909 in Australia.
Kardinia-Capital-half-yearly-update-September-2018.
Podcasts
2 December 2020 15 min listen

Kardinia podcast: Unpacking the mysteries and myths of short selling

Kristiaan Rehder explains the benefits of long/short funds.
market
Articles
10 November 2020 5 min read

The Long and The Short: To short or not?

One of the things that differentiates the Kardinia Absolute Return Fund from long only funds is its ability to generate a return or hedge the portfolio by short selling stocks.
Eyes-on-the-US-2.jpg
Articles
8 September 2020 3 min read

The Long and The Short: Eyes on the US

After looking dubious for some months, President Trump's chances of winning the next election are roaring back, with his campaign focusing on law and order and re-opening the US economy.
Is it time to start buying UK domestics?
Podcasts
23 July 2020 16 min listen

Kardinia podcast: market and portfolio update - July 2020

There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on?
Kardinia-Capital-half-yearly-update_0.jpg
Podcasts
23 July 2020 13 min listen

Kardinia podcast: market and portfolio update

There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on?
The-Long-and-the-Short-The-yield-hunt
Articles
13 July 2020 3 min read

The Long and The Short: The yield hunt

With winter in full swing, investors are going on a yield hunt. Central banks are increasingly controlling volumes and prices as they attempt to set the shape of yield curves.
Reporting-season-summary-BAEP
Videos
24 April 2020 6 min watch

Video: What's next for markets

Portfolio Manager Kristiaan Rehder gives a five-minute update on how the Bennelong Kardinia Absolute Return Fund has fared over the calendar year.
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