In this episode of the Ardea Alternative, Tamar Hamlyn and Alex Stanley talk to Dr Laura Ryan about her research paper titled “Bonds don’t need to be negatively correlated with equities”
We discuss the importance of currency management for AUD investors, along with the backdrop created by the regulatory environment in superannuation, particularly the YFYS performance test.
Ardea discuss interest rate rises in response to inflation and what it might mean for fixed income assets.
Tamar Hamlyn and Laura Ryan recently spoke at a Portfolio Institutional roundtable focusing on ESG and sovereign debt.
Dr Laura Ryan and Tamar Hamlyn are joined by Dr Nigel Wilkin-Smith, previously Director at the Future Fund, to discuss foreign currency management and its importance for Australian investors.
As featured in InvestorDaily, our research challenges the narrative that climate change transition risk is not being priced into sovereign bond markets.
In this podcast, Laura Ryan discusses the importance of government bonds when thinking about climate change.
Laura Ryan is joined by Alex Stanley and Tamar Hamlyn to discuss why ESG considerations for sovereign bond relative value strategies differ from other strategies.
In this episode of The Ardea Alternative podcast, Alex Stanley is joined by Tamar Hamlyn and guest speaker Haran Siva, a Senior Advisor with the Climate Bonds Initiative. In recent years there has been significant growth in ESG related investments, this episode will focus on one specific example: green bonds.
In our first episode of The Ardea Alternative podcast, Laura Ryan is joined by Tamar Hamlyn and Alex Stanley to discuss the complex topic of inflation.