0:33

3:10

6:15

9:38

11:22

“If you subscribe to the view that inflation is rising, you’ll also I think come to the conclusion that interest rates are going to lift sooner than the central banks are forecasting.”

Kristian Rehder (Portfolio Manager at Kardinia Capital) talks to Jodie Saw (Account Director at Bennelong Funds Management) about where the team is seeing opportunity and risk in an inflationary environment.

&ldquo;If you subscribe to the view that inflation is rising, you&rsquo;ll also I think come to the conclusion that interest rates are going to lift sooner than the central banks are forecasting.&rdquo;
Kristian Rehder (Portfolio Manager at Kardinia Capital) talks to Jodie Saw (Account Director at Bennelong Funds Management) about where the team is seeing opportunity and risk in an inflationary environment.

Advertisement