“In a world that is constantly changing, there is no one subject or set of subjects that will serve you for the foreseeable future, let alone for the rest of your life.” So said the American author, John Naisbitt, whose analysis of social trends led to predictions regarding automation in the workplace, globalisation and even […]
In this episode of ESG in 10, Charlotte O’Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown. They delve into the drivers behind Europe’s success, compare the global approaches to green policies, and provide insights into the […]
Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR. Following Poland as the first sovereign to issue a green bond…
It has been a challenging year for investors. Safe-haven assets, particularly longer dated government bonds, have suffered spectacular losses and while equity markets on average…
Since the European Union’s Sustainable Finance Disclosure Regulation (“SFDR”) came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the European Union.
After many years of limited activity on green bonds in Australia, we have seen a number of developments in this space recently, with the announcement of the Australian Government…
March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.
This note discusses the substantial risks around consensus views and highlights 5 key themes that will impact global interest rate markets in 2023. Macro forecasting is not part of our investment process …
An already tough year for markets has worsened over the last month. In this latest Market Musings, Ardea IM discuss recent market trends, the UK sell-off, and their outlook for inflation.
Global fixed income markets have experienced a massive correction this year. Aggressive central bank rate hikes, surging inflation and weaker global growth have driven double-digit…
