The impact of COVID-19 vaccines sweeping across the globe, including the response of equity and debt markets

What rising bond yields mean for valuations and the equity market (and Kardinia’s portfolio)

Why the price of steel could be a sign of rising inflation

How the portfolio is currently positioned, with specific comment on resources and banks

Current key holdings that Kardinia feels will benefit from the reopening of economies and borders

Kristian Rehder (Portfolio Manager at Kardinia Capital) talks to Holly Old (Account Director at Bennelong Funds Management) about current market performance, and the impact of the steepening yield curve.

You may also be interested in Kardinia’s recent article, The beginning of the end.

<p>Kristian Rehder (Portfolio Manager at Kardinia Capital) talks to Holly Old (Account Director at Bennelong Funds Management) about current market performance, and the impact of the steepening yield curve.</p>
<p>You may also be interested in Kardinia&rsquo;s recent article, <a href="https://www.kardiniacapital.com.au/insights/articles/beginning-end">The beginning of the end</a>.</p>

Kardinia podcast: Vaccines, bond yields and inflation

Bennelong Funds Management