This article offers some frameworks for thinking about duration in the context of current market dynamics and a multi-asset portfolio.
In this third note in a series of primers, we outline key introductory concepts in swap markets with a focus on relative value (RV) investing.
In this note, Ardea takes a closer look at the risk and performance of major types of fixed income strategies across varying market environments.
Ardea discuss the slowing global economy and outlook for bonds as volatility remains elevated.
Ardea discuss heightened recession risk pricing, consolidation in bonds and why tail risks are substantial in both directions.
Investors have few places to hide amid a synchronised sell-off in bonds and equities. In this Monthly Market Musings, Ardea discuss recent trends and what could drive a turnaround in bonds.
In this episode of the Ardea Alternative, Tamar Hamlyn and Alex Stanley talk to Dr Laura Ryan about her research paper titled “Bonds don’t need to be negatively correlated with equities”
Ardea take a closer look at the drivers of the historical large sell-off in bonds and discuss the significance of an inverted US yield curve for recession risk and equities.
We discuss the importance of currency management for AUD investors, along with the backdrop created by the regulatory environment in superannuation, particularly the YFYS performance test.
In this primer, Ardea outline key introductory concepts in government bond markets for relative value (RV) investing.