Kardinia Capital
Podcasts
15 March 2021
15
min
listen
Kardinia podcast: Vaccines, bond yields and inflation
Kristiaan Rehder explains why he’s watching the steepening yield curve.
4D Infrastructure
Podcasts
26 February 2021
14
min
listen
4D podcast: the unique investment opportunity in global listed infrastructure
Join 4D Infrastructure’s Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, as she discusses the current opportunities in the infrastructure sector with Jodie Saw, Account Director Inv
Quay Global Investors
Podcasts
22 February 2021
17
min
listen
Quay podcast: market shifts, portfolio performance, and what the RBA will do next
Quay’s Chris Bedingfield talks with Bennelong’s Dave Whitby about how markets have changed over the past four months and where the current opportunities are in listed global real estate.
Bennelong
Podcasts
4 December 2020
30
min
listen
Mark Burgess discusses Kardinia's long/short strategy
Mark Burgess discusses; the Kardinia Capital business, long/short strategies, Kardinia's market outlook and three high conviction stocks.
Kardinia Capital
Podcasts
2 December 2020
15
min
listen
Kardinia podcast: Unpacking the mysteries and myths of short selling
Kristiaan Rehder explains the benefits of long/short funds.
Quay Global Investors
Podcasts
21 October 2020
24
min
listen
The future of retail in a post-COVID world | Quay Global Investors
"It’s easy for us to say shopping centres are a chore. But for a lot of people, they’re not.
Kardinia Capital
Podcasts
23 July 2020
16
min
listen
Kardinia podcast: market and portfolio update - July 2020
There seems to be a widespread belief that the market will decline – and yet it continues to rally. So what’s going on?
Kardinia Capital
Podcasts
23 July 2020
13
min
listen
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?
4D Infrastructure
Podcasts
27 May 2020
15
min
listen
Q&A with Sarah Shaw: airports, emerging markets and ESG
Hear from Sarah Shaw, 4D Infrastructure’s Global Portfolio Manager and CIO, discuss the impact of COVID-19 on infrastructure
