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Insights

Pure Relative Value: The Third Lever of Fixed Income

“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 […]

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…

The Case For Relative Value Remains Strong

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…

Article 8, Promoting Environment & Social Characteristics

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.

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