Ardea discuss the risks of unexpectedly higher inflation which would disrupt the ‘lower for longer’ interest rates theme that has turbocharged asset prices everywhere.
Ardea Head of Research, Dr Laura Ryan speaks about the defensive side of fixed income and fixed income solutions to target returns at the VOICES 2020 Conference.
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).
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? Ardea discuss their thoughts.
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.
Ardea’s Gopi Karunakaran discusses whether government bonds are still the ‘safe haven’ they are often assumed to be.
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.
Ardea discuss how the average Australian household’s wealth may be even more exposed to the housing market than many people realise.
Ardea discuss five key risks to fixed income markets for FY20 and explain their relevance to those allocating to fixed income investments.