The Hive – featuring Ardea Investment Management
The Hive is a video series featuring ActiveX fund managers. ActiveX’s Sam Morris and Ardea discuss the latest trends in fixed income and what investors should be considering.
Market Insights
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.
Introducing XARO
Gopi Karunakaran introduces the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (ASX:XARO).
Duration is now an expensive insurance policy
Last week bond yields globally dropped to the low end of recent ranges and reached new record low levels in Australia, Ardea discuss what investors should think about.
Why a world of opportunity awaits bond investors
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.
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.
Webinar: Introducing ActiveX
Watch Ardea Portfolio Manager Gopi Karunakaran and Fidante Investment Specialist Sam Morris as they discuss the ActiveX Ardea Real Outcome Bond Fund (Managed Fund).
The forecasting crowd creates great opportunities for others
Sometimes opportunities arise because market participants cause pricing in a particular segment of the market to become highly skewed in one direction.