Skip to main content
Kardinia clouds
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.”
image 1
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?
Kardinia
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.
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.
To tailor your experience and information, please let us know who you are.