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Kardinia
Podcasts
9 December 2021 14 min listen

Kardinia podcast – portfolio & market update

Kristiaan Rehder talks inflation, interest rates, banks and more
Kardinia
Articles
8 November 2021 4 min read

The Long and The Short: The tide of inflation

Six months ago, we wrote that inflation was on the horizon. We continue to field questions on the topic, so are revisiting it with our current thoughts.
People
Podcasts
1 October 2021 18 min listen

The investor's guide to the reopening economy

Kristiaan Rehder joins the Fear And Greed podcast to discuss reopening opportunities. 
flights
Podcasts
20 September 2021 14 min listen

Kardinia podcast – portfolio & market update

Kristiaan Rehder shares the team’s outlook on the Australian economy.
1
Articles
2 September 2021 6 min read

The Long and The Short: What reporting season can tell us about life in Australia

Just as the Australian Census promises to provide a comprehensive snapshot of the country and how we are changing, so too the recently-complete Australian profit reporting season can tell us what life
Bull
Articles
15 July 2021 2 min read

The Long and The Short: The running of the bull

When speaking to clients, our investment team is frequently asked whether the market's extraordinary run is due to come to an end.
Lithium
Podcasts
17 June 2021 16 min listen

Kardinia podcast – the rise and rise of commodities

Listen as Kristiaan Rehder explores the reasons behind the strength of the resource sector.
The-Long-and-The-Short-5-inflation
Articles
12 May 2021 5 min read

The Long and The Short: Inflation machinations

Markets and commentators alike are fixated on inflation, as signs suggest it is coming and will be anything but transitory.
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.
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