Ardea IM was next up, outlining the new regime in bond markets where volatility will likely be elevated – which means duration and credit-based strategies might not be enough.
People identifying as female and employed in financial services are significantly less likely to be offered unsolicited promotion than those identifying as male.
Portfolio diversification is back in the spotlight on the back of rising tensions in the Middle East. With financial markets expected to experience increased volatility as tensions in the Middle East flare, investment executives caution that diversifying risk in portfolios has never been more important.
The return of inflation as a significant problem in 2022 sparked large losses across both bond and equity markets, and while it has since declined from its highs...
The recent period of market turmoil has shifted the spotlight back to the role of bonds in investment portfolios.
Investor groups welcome the Australian Government's plan to mobilise private capital to the net zero transition, modernise financial markets and maximise the economic opportunity of sustainability.
We all value consistency, particularly in our portfolios. When it comes to investing, there’s value in knowing what to expect.
A specialist fund manager has suggested investors should look beyond the traditional tenets regarding fixed income in order to maximise allocations to this asset class in their portfolios.
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing.
The fund's investment strategy does not care what the reserve Bank of Australia or other central banks do with interest rates: it is concerned only with price distortions, or arbitrage. (AFR subscription required to read full article).
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape.
From February 1, 2024, Australian companies with 100 or more employees will be required to publish their median gender pay gap between male and female employees.
Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now.
"As managers await further details on the framework around Australia’s first-ever sovereign green bond, they believe it could go a long way towards providing additional avenues for sustainable investment and attracting global investors that are on the fence about Australia’s green credibility. "
A global coalition of institutional investors with $12.2 trillion in assets under management has announced the expansion of its Collaborative Sovereign Engagement on Climate Change pilot program in Australia.
Dr Laura Ryan tells FS Sustainability that integration of climate considerations in sovereign debt market has lagged considerably compared to in equity investing.
Dr Laura Ryan discusses new research regarding the impact of climate transition considerations on sovereign debt pricing, revealing the growing importance of sustainability and ESG factors in bond markets.
Dr Laura Ryan discusses new research regarding the impact of climate transition considerations on sovereign debt pricing.
An fixed income manager has welcomed the launch of Australia’s green bond program but warns it will need to meet high standards given the lateness to join the race. Treasurer Jim Chalmers stated the government will introduce a sovereign green bond program...
The desire by a central bank to avoid costly outcomes from policy action or inaction is a rational one, it also gives rise to a specific form of bias that shapes monetary policy in both good times and bad. (AFR subscription required to read full article).
In this episode senior journalist Rose Mary Petrass speaks with Dr Laura Ryan, head of research at Ardea investment management, on her research surrounding promotion in the Australian finance industry.
Dr. Laura Ryan discusses the lack of advancement for women in the financial services industry. Research shows promotion processes are a key barrier to women's representation in the financial services sector.
As we go around in circles talking about how to finally slam shut the gender pay gap, here is one simple solution: Promote women at the same rate as men. Surely by now we are doing that, you must be thinking. You’re right… sort of.
Now that the dust has settled after the federal budget, it’s time to focus on some of Labor’s other initiatives – one of which is long overdue. (AFR subscription required to read full article).
Tamar Hamlyn's discusses his thoughts on domestic sovereign GSS bonds with KangaNews.
Tamar Hamlyn reviews the latest round of bank failures has not been met by protests on the street, and the question of who ultimately pays for bank bailouts is a thorny one. (AFR subscription required to read full article).
Decade-high yields alone don’t make bonds attractive - the premise of a talk by Ardea portfolio manager Gopi Karunakaran this week. (AFR subscription required to read full article).
Tamar Hamlyn discusses the uniform nature of global emissions reporting and the resulting headwinds for Australian assets in global portfolios. (AFR subscription required to access full article).
Ardea provide their insights on how the co-engagement of asset owners and fund managers with sovereign bond issuers can deliver "big changes" on environmental, social and governance (ESG) topics. (EF subscription required to access full article).
Tamar Hamlyn discusses the substantial gap between inflation forecasters’ short-term expectations and the bond market’s long-term expectations. (AFR subscription required to access full article).
Laura Ryan has spent the past two decades using quantitative research to investors' advantage. Now she's also using it to the advantage of the planet.
By one measure, the greenback’s rally has eclipsed the level achieved at the height of the dotcom bubble two decades ago. (AFR subscription required to access full article).
Tamar Hamlyn discusses the increase in inflation and global supply chain bottlenecks of recent weeks which have had many proponents of conventional finance desperately searching for answers. (AFR subscription required to access full article).
Tamar Hamlyn and Alex Stanley discuss why the diversification role of fixed income remains true in the Portfolio Adviser Guide to Fixed Income.
Ardea IM has been included in the Financial Reporting Council’s list of successful signatories to the UK Stewardship Code.
In this Ausbiz interview, Andrew Wielandt from DP Wealth Advisory discusses several 'safe harbour' ETFs, including the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO).
Tamar Hamlyn outlines why, in the greatest ESG stampede of the current decade, the role and significance of governments remains both overlooked and misunderstood. (AFR subscription required to access full article).
Recently in the AFR, Tamar Hamlyn discusses the complex trade-offs between inflation and tightening and the challenging environment for central banks ahead. (AFR subscription required to access full article).
In this interview with Ausbiz, Laura Ryan says bond investors have a clear message for government’s dragging their feet when it comes to climate change: your borrowing costs are about to go up. (subscription required).
Ben Alexander joins a roundtable discussion on the conditions in the Australian secondary market and what trading realities say about macro trends.
Ardea IM is a signatory to a joint global investor statement calling on governments to urgently ramp up their efforts to address the climate crisis.
Recently in KangaNews, Tamar Hamlyn weighs in on the Australian inflation outlook.
In a recent podcast with Insurance Asset Management, Dr Laura Ryan discusses the importance of government bonds when thinking about climate change.
Recently in Bloomberg, Laura Ryan discusses new research indicating climate risks are already playing a key role in determining the value of government bonds.
Ardea IM’s research on the role of climate risks in determining the value of government bonds has been featured in the Sydney Morning Herald.
Rainmaker research reveals the best performing Australian and international fixed interest funds, which includes the Ardea Real Outcome Fund.
As part of Livewire's Top-Rated Funds series, Gopi Karunakaran outlines the Ardea Real Outcome Fund strategy.
Recently in the AFR, Tamar Hamlyn discusses why market discipline for governments simply doesn’t work: the approach to ESG risk for government bonds has no choice but to rely heavily on engagement (subscription required).
Investors in the ActiveX Ardea Real Outcome Bond fund will have more global exposure going forward after the removal of the 25% global bond limit.
The outlook for inflation remains uncertain, however, it remains crucial that investors understand the risks associated, says Ardea IM's Tamar Hamlyn.
Tamar Hamlyn weighs in on the recent bond market rally.
Tamar Hamlyn discusses the widening perception gap between bonds and central banks. Time will prove one or both camps to be wrong, the only difference being whether it is reputations or portfolios that are lost.
Livewire speaks to several of the fund managers from Fidante Partners about whether or not inflation was causing them concern, and, if it was, just what are they going to do about it?
Tamar Hamlyn discusses central banks
new path to withdrawing stimulus and why it will not be easy for markets to predict.
Ardea IM discuss interest rate risk and duration with Fixed Income News Australia.
Far fewer women than men are promoted in the finance industry unless they first ask for seniority, a sign of institutional gender bias, according to a new study by Ardea Investment Management & Australian National University in conjunction with industry experts.
Ardea IM has set out to find answers to an issue of increasing
relevance to bond investors: How will climate change impact
sovereign debt?
Financial advisers should look beyond traditional fixed income assets if they want to maintain a similar level of income generation their clients have been used to in the past.
Ardea Investment Management has launched a new research partnership with the University of Technology Sydney (UTS). The Program will foster innovative and impactful academic research to advance knowledge in finance and further strengthen Ardea IM’s research capabilities.
In the AFR, Tamar Hamlyn explains why the rally in gold, bonds and inflation makes it hard to be certain that portfolios won’t be affected by a persistent weakening in the value of fiat currencies.
In the AFR, Tamar Hamlyn argues that changes to CPI are not too concerning for markets.
In the AFR, Tamar Hamlyn explains why investors shouldn't rely on central banks having a long term appetite for corporate bonds (subscription required).
In this Financial Standard article, Gopi Karunakaran shares his insights on the Australian fixed income market.
The move by the Reserve Bank of Australia to a policy of fiscal stimulus away from monetary policy could cause a supply/demand battle as the central bank battles to support the economy amid COVID-19
In the AFR, Tamar Hamlyn discusses some of the economic ramifications of COVID-19.(subscription required)
Ardea Investment Management are delighted to announce the appointment of Dr Laura Ryan in the role of Head of Research.
In the AFR, Tamar Hamlyn discusses the uncertainty ahead for interest rates and inflation and how Ardea IM focus on a range of options when managing a portfolio. (subscription required)
In the AFR, Tamar Hamlyn discusses the sharp gyrations in US dollar funding rates seen over recent weeks. (subscription required)
Lower bond yields have raised concerns that yields may eventually become negative in Australia, now is the time to think about what this means for investors. (subscription required)
Strong investment returns across almost all asset classes has continued. Tamar Hamlyn discusses how the liquidity underpinning today’s markets has received far less consideration. (subscription required)
Gopi Karunakaran shares how Ardea IM helps restore balance to fixed income portfolios by using relative value investing.
The ActiveX Ardea Real Outcome Bond Fund (Managed Fund) has been added to award-winning investment and superannuation platform, HUB24.
Tamar Hamlyn discusses why carry is so important as bond yields are pushed to multi-decade lows. (subscription required)
Tamar Hamlyn discusses the connection between the foreign exchange market and the fixed-income market, and why it matters. (subscription required).
Ben Alexander, Chief Investment Officer, today announced that firm co-founder Stephen Clout had been appointed Chief Executive Officer by the Ardea IM board.
Ardea Investment Management is pleased to announce the appointment of Tracey Kellett in the role of Chief Operating Officer.
Gopi Karunakaran discusses the December quarter being potentially the worst since September 2011 as Wall Street reckons with rising interest rates and the risk of a partial government shutdown in the United States. (subscription required)
Recently in the AFR, Tamar Hamlyn discusses how the past weeks and months have seen financial markets approaching the year-end period with decidedly less lustre than investors might like. (subscription required)
We’re pleased to celebrate the launch of the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO), the first actively-managed fixed income ETF in the Australian market that is not constrained by an index.
Ardea IM has received its first ‘recommended’ rating for its Real Outcome Fund from Lonsec.
In this feature, Tamar Hamlyn discusses how modestly sized asset ‘gemstones’ can still be located at reasonable prices, and at a highly repeatable frequency. (subscription required)
Ardea IM announced two key appointments after a period of strong growth. Jean Dumas joins the Investment Strategy Team and Darren Wadhera in the Portfolio Implementation Team.
In this feature, Tamar Hamlyn discusses how shifts in the market pricing of forward exchange rates has created relative value opportunities in Australian interest rates. (subscription required)
Gopi Karunakaran discusses the liquidity risk of corporate bonds with InvestorDaily.
Tamar Hamlyn was encouraged by China’s response to Donald Trump and shares his thoughts with the Financial Review. (subscription required)
Gopi Karunakaran talks to the Financial Standard about how flipping through a copy of his father's newspaper led him on a journey deep into the heart of fixed income management.
Ardea IM recommends investors re-evaluate the widely held view that governments bonds are inherently defensive and risk diversifying in the current economic climate.
Jonathan Shapiro shares Gopi Karunakaran’s comments from the Portfolio Construction Forum Markets Summit 2018. (subscription required)
Tamar Hamlyn comments on when the next RBA rate increase will take place. (subscription required)
Ardea IM's Real Outcome Fund has been added to the BT Panorama, BT Wrap and BT SuperWrap platforms.
Tamar Hamlyn shares his thoughts on the recent rise in two year US bond rates
Ardea IM has been voted Australian Rates Fund Manager of the Year in the KangaNews Awards 2017
Tamar Hamlyn shares his thoughts on the convergence of US and Australian two-year bond rates. (subscription required)
Ardea IM announced its total funds under management had exceeded $10 billion
Tamar Hamlyn and Gopi Karunakaran discuss how markets are underpricing the risk of inflation. (subscription required)
Tamar Hamlyn shares his views on the market forces investors should currently be considering
Tamar Hamlyn discusses energy costs and the impact to households and businesses
Tamar Hamlyn discusses how rising US interest rates will benefit investors
Ardea IM’s Real Outcome Fund wins praise and ‘Recommended’ rating from Zenith
Ardea IM strengthens successful team with appointments
Ardea Investment Management is the investment manager of a new fund, the Ardea IM Wholesale Inflation Plus Fund, for investors seeking a stable, defensive return over and above inflation.