Bonds don’t need to be negatively correlated with equities
Fidante sat down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an equity heavy portfolio.
Insights
Market Musings: The Tipping Point?
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.
Podcast: Everything you need to know about the Taskforce for Climate Related Financial Disclosure (TCFD)
Ardea Alternative podcast: Dr Laura Ryan is joined by Charlotte O’Meara (Fidante ESG specialist) and Tamar …
5 Key Themes for 2023
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 …
Market Musings: Stretched to Breaking Point
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.
From Macro to Micro: The Implications of High Volatility for Interest Rate Relative Value
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…
5 Key Questions on Duration
This article offers some frameworks for thinking about duration in the context of current market dynamics and a multi-asset portfolio.
A Primer on Interest Rate Markets and Relative Value – Part 3: Swaps
In this third note in a series of primers, we outline key introductory concepts in swap markets with a focus on relative value (RV) investing.
How are fixed income strategies impacted by the market environment?
In this note, Ardea IM takes a closer look at the risk and performance of major types of fixed income strategies across varying market environments.
Monthly Market Musings: Slowing growth and the elusive inflation peak
Ardea IM discuss the slowing global economy and outlook for bonds as volatility remains elevated.