“In a world that is constantly changing, there is no one subject or set of subjects that will serve you for the foreseeable future, let alone for the rest of your life.” So said the American author, John Naisbitt, whose analysis of social trends led to predictions regarding automation in the workplace, globalisation and even […]
In this episode of ESG in 10, Charlotte O’Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR.
Ardea Investment Management has developed a specialised tool that aims to assist investors to determine optimal portfolio allocations on a three-dimensional efficient frontier…
It has been a challenging year for investors. Safe-haven assets, particularly longer dated government bonds, have suffered spectacular losses and while equity markets on average…
Since the European Union’s Sustainable Finance Disclosure Regulation (“SFDR”) came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the European Union.
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 issuing a green bond.
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.
This note discusses the substantial risks around consensus views and highlights 5 key themes that will impact global interest rate markets in 2023.
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.
