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Printed: 24 July 2024 7:43 PM


31 Oct 2022 - The storm of inflation

By: Kardinia Capital

The storm of inflation

Kardinia Capital

October 2022

  • 0:35 - why Kardinia has a contrarian view on inflation, despite the ongoing strength of the Australian economy
  • 3:04 - all eyes on the response from the central banks
  • 4:41 - ... and the effect on corporate earnings
  • 6:23 - the signs from past periods that do point to a recession
  • 7:58 - a conservative positioning of Kardinia's portfolio, including some stock updates.

Speakers: Stuart Fechner, Head of Research and Asset Consultant Relationships
Kristiaan Rehder, Co-founder and Portfolio Manager

Funds operated by this manager:

Bennelong Kardinia Absolute Return Fund

The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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