Podcasts
21 June 2022
16
min
listen
Kardinia podcast: portfolio & market update
“Some of the strongest rallies occur in bear markets, so we will remain conservative but we’re not going to go too aggressively net short at this point.”
Articles
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?
Articles
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.
Podcasts
9 December 2021
14
min
listen
Kardinia podcast – portfolio & market update
Kristiaan Rehder talks inflation, interest rates, banks and more
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.
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.
Podcasts
20 September 2021
14
min
listen
Kardinia podcast – portfolio & market update
Kristiaan Rehder shares the team’s outlook on the Australian economy.
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
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.
