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…
Reflation
The consensus is sure that inflation will remain lower for longer. Most remain sceptical that central banks will succeed in their mission to push it higher.
The role of fixed interest strategies in an ultra-low rate environment
In this Netwealth Podcast, Dr Laura Ryan discusses whether duration strategies can still provide diversification in portfolios in the current ultra-low interest rate environment.
The changing role of duration in an ultra-low yield world
Ultra-low yields fundamentally change the risk vs. reward proposition of government bonds.
Corporate bonds unlimited?
Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not.
Diversification lessons from the March quarter
The perception and the reality of portfolio diversification can turn out very different in adverse market environments.
Vanishing yield cushions and the asymmetry of duration risk
It is widely assumed that government bonds are inherently ‘safe’ investments but this assumption is no longer so reliable.
Liquidity lessons from March
Liquidity often gets little attention until something goes wrong … and in March 2020 things certainly went wrong.
Fiscal is the new black ( …until the bond vigilantes return )
Government bond markets are now at the precipice of a paradigm shift.
Extreme volatility; where can investors take shelter?
In a market where every asset class seems to be at the mercy of volatility, investors are left wondering if there are any real safe havens anymore.