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.
How to profit from interest rate volatility
One way to profit from interest rate volatility is to get directional calls right, ahead of a large move in rates. Sadly, we have yet to come across anyone who has been able to consistently get these directional calls right.
Nestegg podcast – Just how defensive is your portfolio really?
In this Nestegg podcast, Gopi Karunakaran speaks with host David Stratford about the current spotlight on the fixed income markets and the importance of a balanced portfolio.
Slow growth and low interest rates have become the consensus view
After fears of rising interest rates and bond market volatility rocked global markets last year, the consensus is now swinging back to the low economic growth / low interest rates narrative.
Interest rates matter … a lot
Even if you have no exposure to fixed income, interest rates still matter … a lot.
Lies, Damned Lies and Correlations
The carrot that alternative investment strategies often dangle in front of investors is the prospect of uncorrelated returns.
Rethinking Fixed Income in retirement
Ardea IM discuss some key considerations for retiree portfolios and why actively managed fixed income is a compelling alternative that can complement traditional retirement income sources.
Volatility strategies are reliable risk diversifiers
The large and liquid universe of global interest rate options offers an impressive set of tools from which volatility strategies can be constructed. This article discusses how volatility strategies are reliable risk diversifiers.
Just a taste of the volatility to come
This Livewire exclusive discusses the global shift in central bank policy as a key driver of recent volatility and what to expect moving forward.
The most important chart you’ve ignored
We discuss which chart we are watching closely and what it means to us and investors.