8 July 2022 5 min read
The Long and The Short: Finding solace in the short
As stocks have wobbled, investors have bemoaned having no place to hide – not even in gold. June alone saw the market fall a whopping 8.97%.
6 May 2022 4 min read
The Long and The Short: A brave new world
The topic on everyone’s mind is: what does the balance of 2022 have in store for investors?
11 March 2022 4 min read
The Long and The Short: The central bank dilemma
Jerome Powell's re-election as Federal Reserve chair late last year was a relief to investors, but a few short months later his credibility is now on the line.
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.
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
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.
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.
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.
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.