A Tool for Managing Risk, Return, and SII
Ardea Investment Management has developed a specialised tool that aims to assist investors to determine optimal portfolio allocations on a three-dimensional efficient frontier…
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.
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 …