Insights
Could the year ahead defy the Fed?
Regular readers of our notes will know we’ve been bearish equity markets since early […]
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Five stocks for the next five years
As the era of easy money comes to an abrupt end and conditions normalise, […]
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The 8 minutes that really mattered
In his 8-minute speech at the recent Jackson Hole symposium, US Federal Reserve Chair, […]
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Finding solace in the short
As stocks have wobbled, investors have bemoaned having no place to hide – not […]
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A brave new world
The topic on everyone’s mind is: what does the balance of 2022 have in […]
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The central bank dilemma
Jerome Powell’s re-election as Federal Reserve chair late last year was a relief to […]
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The tide of inflation
Six months ago, we wrote that inflation was on the horizon. We continue to […]
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What reporting season can tell us about life in Australia
Just as the Australian Census promises to provide a comprehensive snapshot of the country […]
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The running of the bull
When speaking to clients, our investment team is frequently
asked whether the market’s extraordinary run […]
Inflation machinations
Markets and commentators alike are fixated on inflation, as
signs suggest it is coming and […]
The beginning of the end
The COVID-19 virus has had a devastating impact around the
world. More than 2.5 million […]
To short or not to short?
One of the things that differentiates the Kardinia Absolute
Return Fund from long only funds […]
Eyes on the US
When America sneezes, the world catches a –
After looking dubious for some months, President […]
With winter in full swing, investors are going on a yield hunt.
With winter in full swing, investors are going on a yield hunt. Central banks […]
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Market & portfolio update
In reality it’s only a few weeks since we wrote our last update, but […]
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What’s next for markets
Portfolio Manager Kristiaan Rehder gives a five-minute update on how the Kardinia Long Short […]
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Defensive funds in a disorderly world
Continuing Australian Fund Monitors’ theme of ‘Defensive Funds in a Disorderly World’, CEO Chris […]
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Kardinia Capital half-yearly update – September 2019
Check out the latest webinar from Kardinia Capital, covering a review of reporting season; […]
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Kardinia Capital half-yearly update – March 2019
Check out the latest webinar from Kardinia Capital Check out the latest webinar from Kardinia […]
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Kardinia Capital half-yearly update – September 2018
Check out the latest webinar from Kardinia Capital, covering a review of reporting season; […]
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Kardinia Capital half-yearly update – March 2018
Check out the latest webinar from Kardinia Capital. Watch the latest webinar from Kardinia Capital as […]
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