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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.

5 Key Themes for 2023

This note discusses the substantial risks around consensus views and highlights 5 key themes that will impact global interest rate markets in 2023. Macro forecasting is not part of our investment process …

Market Musings: Stretched to Breaking Point

An already tough year for markets has worsened over the last month. In this latest Market Musings, Ardea IM discuss recent market trends, the UK sell-off, and their outlook for inflation.

5 Key Questions on Duration

This article offers some frameworks for thinking about duration in the context of current market dynamics and a multi-asset portfolio.