Conventional portfolio construction assumes that government bonds will diversify equity risk. Ardea discuss why this is not the case.

Tom Piotrowski speaks with Ardea’s Gopi Karunakaran regarding rising US interest rates, the outlook for Australian interest rates and the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO).

Ardea discuss how actively managed fixed income can help diversify risk in retiree portfolios.

In this Livewire exclusive video, Ardea’s Gopi Karunakaran urges investors to question just how defensive their portfolios really are.

Ardea discuss why a relative value approach is a compelling alternative to traditional fixed income investing.

In this Livewire exclusive video, Ardea’s Gopi Karunakaran flags some late-cycle behaviour in credit markets and warns of an imminent structural shift.