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22 September 2020

The Hive – An introduction to relative value investing and XARO

ActiveX’s Sam Morris meets with Gopi Karunakaran from Ardea to discuss the latest market trends, relative value investing and the ActiveX Ardea Real Outcome Bond Fund (Managed Fund).

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26 August 2020

Will Japanification Eliminate Relative Value Trading Opportunities in Rates Markets?

Record low rates are leading some market participants to question whether all bond markets are experiencing “Japanification”. Will this backdrop spell the end to relative value trading opportunities?

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3 April 2020

XARO COVID-19 Response

The latest update from Ardea Investment Management on the ActiveX Ardea Real Outcome Bond Fund (Managed Fund), including what they’re seeing in markets and how they are positioned.

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1 April 2020

Fiscal is the new black ( …until the bond vigilantes return )

Ardea’s Gopi Karunakaran discusses whether government bonds are still the ‘safe haven’ they are often assumed to be.

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2 March 2020

How to reduce the risk of a portfolio

In this Livewire Exclusive video, Ardea’s Dr Laura Ryan discusses one strategy that can produce returns regardless of whether interest rates are rising or falling.

Housing exposure
31 January 2020

Household wealth and its hidden exposure to the housing market

The average Australian household’s wealth may be even more exposed to the housing market than many people realise.

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9 December 2019

5 Key Risks Impacting Fixed Income for FY20

Ardea discuss five key risks to fixed income markets for FY20 and explain their relevance to those allocating to fixed income investments.

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Gopi Karunakaran
24 October 2019

Exploiting arbitrage in bond markets

Gopi Karunakaran speaks with Alan Kohler about Ardea’s fixed income fund and how it operates.

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18 October 2019

The bizarre world of negative interest rates

Ardea discuss how some central banks are pushing monetary policy into the upside down world of negative interest rates, but rather than success they are creating bizarre side effects.

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