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.
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…
Those identifying as female employed in financial services are substantially less likely to be offered an unsolicited promotion than those identifying as male.
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.
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.
Ardea Alternative podcast: Dr Laura Ryan is joined by Charlotte O’Meara (Fidante ESG specialist) and Tamar …
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…
This article offers some frameworks for thinking about duration in the context of current market dynamics and a multi-asset portfolio.
