Cadence In The Press

Trump fears push ASX down for the third week

"Gold has gone through the roof, it's the reverse of uncertainty and it's the insurance from uncertainty," said Karl Siegling, portfolio manager at Cadence Capital. "These events go to the very essence of how equities are valued and how much confidence is involved."

NEXTDC, Data#3 lead Aussie tech stocks higher still

“They’ve all had expanding years and they’re having another resurgence,” says Karl Siegling, portfolio manager at Cadence Capital.

“And the demand for their digital expertise is not going away. It was all rhetoric for a while, but other businesses can’t afford not to have a go-to strategy for going digital and eliminating costs.”

Will a US rate rise dampen the commodity rally?

“A rate rise would probably cause an initial hysterical ‘oh no, it’s the end of falling interest rates’,” said Karl Siegling, portfolio manager at Cadence Capital. “And those companies leveraged into those growth stories might take a hit. But after two days it will sink in that a rate rise in America signals confidence in the overall world growth and probably won’t spell the end of commodities.”