5 Key Themes for 2022
Ardea IM examines key fixed income market themes for 2022.
Insights
Portfolio Institutional: ESG and Sovereign Debt
Tamar Hamlyn and Laura Ryan recently spoke at a Portfolio Institutional roundtable focusing on ESG and sovereign debt.
Podcast: The Ardea IM Alternative – Foreign Currency Management
Dr Laura Ryan and Tamar Hamlyn are joined by Dr Nigel Wilkin-Smith, previously Director at the Future Fund, to discuss foreign currency management and its importance for Australian investors.
Tapering, Tightening and Rising Rates Uncertainty
Ardea IM examines the market implications of Fed QE tapering and expectations for tightening from other central banks.
Climate change transition risk impacts sovereign bond markets
As featured in InvestorDaily, our research challenges the narrative that climate change transition risk is not being priced into sovereign bond markets.
Podcast: Insurance Asset Management
In this podcast, Laura Ryan discusses the importance of government bonds when thinking about climate change.
Podcast: The Ardea IM Alternative – Government Bonds: The Hard End of ESG
Laura Ryan is joined by Alex Stanley and Tamar Hamlyn to discuss why ESG considerations for sovereign bond relative value strategies differ from other strategies.
What’s driving the bond rally?
Ardea IM takes a closer look at the drivers of the recent bond rally.
Podcast: The Ardea IM Alternative – Green Bonds
In this episode of The Ardea IM Alternative podcast, Alex Stanley is joined by Tamar Hamlyn and guest speaker Haran Siva, a Senior Advisor with the Climate Bonds Initiative. In recent years there has been significant growth in ESG related investments, this episode will focus on one specific example: green bonds.
Are interest rate markets pricing an inflation problem?
Market pricing for inflation is near multi-year highs, but with major differences across curves and regions. We discuss the implications and risks for investors of rising inflation expectations.