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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?

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Join Portfolio Managers Kristiaan Rehder and Stuart Larke of Kardinia Capital as they speak with Jonas Daly, Head of Distribution at Bennelong Funds Management, about the health of the economy – both globally and domestically – and why there’s more to the market rally than meets the eye.

Chapters:
00:25 - how Kardinia has performed so far in 2020
02:34 - the impact of fiscal and monetary stimulus on the market
07:38 - what’s happening across the global economy (and how it affects Australia)
11:06 - why the US market is rallying while case numbers continue to rise
12:34 - how the portfolio is positioned moving forward  

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