Rethinking Fixed Income in retirement
Ardea IM discuss some key considerations for retiree portfolios and why actively managed fixed income is a compelling alternative that can complement traditional retirement income sources.
Market Insights
Volatility strategies are reliable risk diversifiers
The large and liquid universe of global interest rate options offers an impressive set of tools from which volatility strategies can be constructed. This article discusses how volatility strategies are reliable risk diversifiers.
Just how defensive is your portfolio really?
In this Livewire Exclusive video, Gopi Karunakaran urges investors to question just how defensive their portfolios really are.
Just a taste of the volatility to come
This Livewire exclusive discusses the global shift in central bank policy as a key driver of recent volatility and what to expect moving forward.
The most important chart you’ve ignored
We discuss which chart we are watching closely and what it means to us and investors.
A vicious cycle to a contagious virus
We’re normally circumspect about the “EM contagion” narrative as it usually ends up being more headline noise than substance, but this time we’re paying closer attention
A virtuous circle to a vicious cycle in emerging markets
What does the yield on a 3 month US T Bill have to do with the price of a holiday in Argentina? Plenty, if you follow the chain of events that have driven capital flows since the 2008 financial crisis.
In Focus: Ardea Real Outcome Fund
Watch this Livewire video to learn more about the Real Outcome Fund and the team’s investment process.
A big night out for credit markets
This Livewire exclusive discusses the changing dynamics in credit markets and why this could be very disruptive.
The US economy is running hot
For the first time in recent history there are now more job openings than job seekers