Drivers behind the strong performance of commodities over the past 12 months (both supply and demand)

… and despite that, why Kardinia is cautious of the sector in the short term

How China’s conventional reaction to the global recovery could in fact create further market volatility

From drugs to batteries: the long-term thematic of lithium

Stock stories from one end of the lithium supply chain to the other

Kristian Rehder (Portfolio Manager at Kardinia Capital) talks to Camelia Seric (Account Director at Bennelong Funds Management) about the strength of the resources sector; how China could impact this; and where Kardinia sees the brightest opportunities.

<p dir="ltr">Kristian Rehder (Portfolio Manager at Kardinia Capital) talks to Camelia Seric (Account Director at Bennelong Funds Management) about the strength of the resources sector; how China could impact this; and where Kardinia sees the brightest opportunities.</p>

Kardinia podcast – the rise and rise of commodities

Bennelong Funds Management