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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.
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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?
Articles
23 July 2020

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?
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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

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.
Market & portfolio update
Articles
24 April 2020

Market & portfolio update - April 2020

In reality it’s only a few weeks since we wrote our last update, but – as you are no doubt feeling too – in many ways it feels like months ago
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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Videos
30 March 2020

Watch: Defensive funds in a disorderly world

Continuing Australian Fund Monitors’ theme of ‘Defensive Funds in a Disorderly World’, CEO Chris Gosselin speaks with Kristiaan Rehder, Portfolio Manager of the Bennelong Kardinia Absolute Return Fund
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