Basis Trades – Ardea vs. Hedge Funds
Basis trades and the investors that employ this strategy have received a lot of attention in recent months. This is largely due to concerns raised by regulators in the United States and United Kingdom.
Insights
Evolution of bond markets and where to next?
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.
Key Themes for 2024: Fixed Income
Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes […]
Pure Relative Value: The Third Lever of Fixed Income
“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 […]
ESG in 10 Podcast – Why Europe is the region leading Sovereign Green Bond issuance, with Ardea
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.
Europe leads the way in sovereign green bond issuance
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.
A Tool for Managing Risk, Return, and SII
Ardea Investment Management has developed a specialised tool that aims to assist investors to determine optimal portfolio allocations on a three-dimensional efficient frontier…
The Case For Relative Value Remains Strong
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…
Article 8, Promoting Environment & Social Characteristics
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.
Sovereign debt market demands clear transition to renewables
Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a research paper led by Dr Laura Ryan.