Uncertainty around inflation and interest rates continue to rise with another rate rise in Australia this week. Also, as Karl Siegling from Cadence Capital points out, this week saw the first signs of some quite serious gold buying by central banks, meaning gold may...
External Interviews
Andrew Geoghagen Interviews Karl Siegling on Ausbiz – 02 December 2022
Since his appearance on Ausbiz two weeks ago, Karl Siegling from Cadence Asset Management says the world is now not as worried about interest rates as the US has moderated their language on interest rates. He says that there is talk that China will reopen early next...
Andrew Geoghagen Interviews Karl Siegling on Ausbiz – 18th November 2022
Wall Street's main indexes ended modestly lower overnight in a choppy session as hawkish comments from the U.S. Federal Reserve officials and data showing the labour market remained tight led some investors to worry about more aggressive interest rate hikes. We were...
Cadence Opportunities Fund March 2021 Quarterly Webcast
In this webcast, Karl Siegling firstly provides an update on the Company’s performance and portfolio positioning. Jackson Aldridge and Charlie Gray then discuss some of the funds long and short positions. Karl Siegling finishes with the outlook for...
Karl Siegling at the Bell Potters virtual conference
Bell Potters interview with Cadence Capital Limited Founder & Portfolio Manager Karl Siegling, discusses the Company’s investment philosophy and beliefs, the Company's performance, discount to NTA of the Company's shares price, and current investment themes.
Seneca Live interview with Karl Siegling – Cycles & stocks
Jordan Travers & Luke Laretive sat down with Karl Siegling to chat stocks, strategy and the new Cadence Opportunities Fund.