Are illiquid bonds the ‘WeWork’ of the fixed income world?
Providing the ability to transact freely and liquidity plays a big role in how confident you can be about an investment’s valuation.
Positive asset correlations and inflation assumptions
Conventional thinking about bond-equity relationships currently poses a paradox – the resolution to this seeming paradox is the changing bond-equity correlation.
Why a world of opportunity awaits bond investors
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.
China risk goes beyond trade wars
The China economic slowdown story had been building behind the scenes long before markets decided to focus on trade hostilities with the US.
Bond issuance to underpin rising market opportunities
Following the budget announcement, we discuss why the current environment places Ardea IM well to continue to identify and exploit inefficiencies in fixed income markets to generate positive investment outcomes for our investors.
LIBOR In The News Again
LIBOR, like the plumbing in your house, tends to only get attention when something goes wrong.