Key Themes for 2024
Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead.
Insights
The Three Levers in Fixed Income: Duration, Credit and Pure Relative Value
Within Fixed income, there are two well-known levers, duration and credit. In addition, there is also a lesser known third lever, Pure Relative Value investing. This third lever provides compelling diversification benefits when blended with duration and credit.
ESG in 10 Podcast – Why Europe is the region leading Sovereign Green Bond issuance, with Ardea
In this episode of ESG in 10, Charlotte O’Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
Europe leads the way in sovereign green bond issuance
Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR.
Sovereign debt market demands clear transition to renewables
Governments that perform poorly in managing climate change transition may encounter difficulty finding investors to buy their sovereign debt, that is the finding of a research paper led by Dr Laura Ryan.
ESG in 10 | Episode 9 – The Australian Green Bond Program, with Ardea
After many years of limited activity on green bonds in Australia, we have seen a number of developments in this space recently, with the announcement of the Australian Government issuing a green bond.
New study indicates gender identity an important factor in likelihood of promotion
Those identifying as female employed in financial services are substantially less likely to be offered an unsolicited promotion than those identifying as male.
Bonds don’t need to be negatively correlated with equities
Fidante sat down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an equity heavy portfolio.
Market Musings: The Tipping Point?
March was eventful in markets. The collapse of SVB, forced merger between Credit Suisse and UBS and pressure on other banks was a major shock for investors.
Podcast: Everything you need to know about the Taskforce for Climate Related Financial Disclosure (TCFD)
Ardea Alternative podcast: Dr Laura Ryan is joined by Charlotte O’Meara (Fidante ESG specialist) and Tamar Hamlyn (Ardea Co-Founder), to discuss all things TCFD.