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Inflation
Quay Global Investors
Podcasts
20 April 2021 19 min listen

Quay podcast: why we aren’t worried about inflation

Chris Bedingfield discusses inflation and how COVID has changed the office sector.
bonds
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.
Global infra
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
Storage shed
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.
Eyes-on-the-US-2.jpg
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-half-yearly-update-September-2018.
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.
Investment-Perspectives-Thinking-about-Malls-Shopping-Centres
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-half-yearly-update_0.jpg
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?
Is it time to start buying UK domestics?
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?
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