March 2024

We all value consistency, particularly in our portfolios. When it comes to investing, there’s value in knowing what to expect.

March 2024

A specialist fund manager has suggested investors should look beyond the traditional tenets regarding fixed income in order to maximise allocations to this asset class in their portfolios.

February 2024

Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing.

February 2024

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macroeconomic pressures, the role of fixed income in portfolio construction remains important.

February 2024

The fund's investment strategy does not care what the reserve Bank of Australia or other central banks do with interest rates: it is concerned only with price distortions, or arbitrage. (AFR subscription required to read full article).

February 2024

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape.

February 2024

From February 1, 2024, Australian companies with 100 or more employees will be required to publish their median gender pay gap between male and female employees.

December 2023

Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now.

September 2023

"As managers await further details on the framework around Australia’s first-ever sovereign green bond, they believe it could go a long way towards providing additional avenues for sustainable investment and attracting global investors that are on the fence about Australia’s green credibility. "

August 2023

A global coalition of institutional investors with $12.2 trillion in assets under management has announced the expansion of its Collaborative Sovereign Engagement on Climate Change pilot program in Australia.

August 2023

Dr Laura Ryan tells FS Sustainability that integration of climate considerations in sovereign debt market has lagged considerably compared to in equity investing.

August 2023

Dr Laura Ryan discusses new research regarding the impact of climate transition considerations on sovereign debt pricing, revealing the growing importance of sustainability and ESG factors in bond markets.

July 2023

Dr Laura Ryan discusses new research regarding the impact of climate transition considerations on sovereign debt pricing.

July 2023

An fixed income manager has welcomed the launch of Australia’s green bond program but warns it will need to meet high standards given the lateness to join the race. Treasurer Jim Chalmers stated the government will introduce a sovereign green bond program...

July 2023

The desire by a central bank to avoid costly outcomes from policy action or inaction is a rational one, it also gives rise to a specific form of bias that shapes monetary policy in both good times and bad. (AFR subscription required to read full article).

June 2023

In this episode senior journalist Rose Mary Petrass speaks with Dr Laura Ryan, head of research at Ardea investment management, on her research surrounding promotion in the Australian finance industry.

June 2023

Dr. Laura Ryan discusses the lack of advancement for women in the financial services industry. Research shows promotion processes are a key barrier to women's representation in the financial services sector.

June 2023

As we go around in circles talking about how to finally slam shut the gender pay gap, here is one simple solution: Promote women at the same rate as men. Surely by now we are doing that, you must be thinking. You’re right… sort of.

May 2023

Now that the dust has settled after the federal budget, it’s time to focus on some of Labor’s other initiatives – one of which is long overdue. (AFR subscription required to read full article).

May 2023

Tamar Hamlyn's discusses his thoughts on domestic sovereign GSS bonds with KangaNews.

April 2023

Tamar Hamlyn reviews the latest round of bank failures has not been met by protests on the street, and the question of who ultimately pays for bank bailouts is a thorny one. (AFR subscription required to read full article).

February 2023

Decade-high yields alone don’t make bonds attractive - the premise of a talk by Ardea portfolio manager Gopi Karunakaran this week. (AFR subscription required to read full article).

February 2023

Tamar Hamlyn discusses the uniform nature of global emissions reporting and the resulting headwinds for Australian assets in global portfolios. (AFR subscription required to access full article).

January 2023

Ardea provide their insights on how the co-engagement of asset owners and fund managers with sovereign bond issuers can deliver "big changes" on environmental, social and governance (ESG) topics. (EF subscription required to access full article).

August 2022

Tamar Hamlyn discusses the substantial gap between inflation forecasters’ short-term expectations and the bond market’s long-term expectations. (AFR subscription required to access full article).

June 2022

Laura Ryan has spent the past two decades using quantitative research to investors' advantage. Now she's also using it to the advantage of the planet.

June 2022

By one measure, the greenback’s rally has eclipsed the level achieved at the height of the dotcom bubble two decades ago. (AFR subscription required to access full article).

April 2022

Tamar Hamlyn discusses the increase in inflation and global supply chain bottlenecks of recent weeks which have had many proponents of conventional finance desperately searching for answers. (AFR subscription required to access full article).

February 2022

Tamar Hamlyn and Alex Stanley discuss why the diversification role of fixed income remains true in the Portfolio Adviser Guide to Fixed Income.

February 2022

Ardea IM has been included in the Financial Reporting Council’s list of successful signatories to the UK Stewardship Code.

January 2022

In this Ausbiz interview, Andrew Wielandt from DP Wealth Advisory discusses several 'safe harbour' ETFs, including the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO).

January 2022

Tamar Hamlyn outlines why, in the greatest ESG stampede of the current decade, the role and significance of governments remains both overlooked and misunderstood. (AFR subscription required to access full article).

November 2021

Recently in the AFR, Tamar Hamlyn discusses the complex trade-offs between inflation and tightening and the challenging environment for central banks ahead. (AFR subscription required to access full article).

November 2021

In this interview with Ausbiz, Laura Ryan says bond investors have a clear message for government’s dragging their feet when it comes to climate change: your borrowing costs are about to go up. (subscription required).

November 2021

Ben Alexander joins a roundtable discussion on the conditions in the Australian secondary market and what trading realities say about macro trends.

October 2021

Ardea IM is a signatory to a joint global investor statement calling on governments to urgently ramp up their efforts to address the climate crisis.

September 2021

Recently in KangaNews, Tamar Hamlyn weighs in on the Australian inflation outlook.

September 2021

In a recent podcast with Insurance Asset Management, Dr Laura Ryan discusses the importance of government bonds when thinking about climate change.

August 2021

Recently in Bloomberg, Laura Ryan discusses new research indicating climate risks are already playing a key role in determining the value of government bonds.

August 2021

Ardea IM’s research on the role of climate risks in determining the value of government bonds has been featured in the Sydney Morning Herald.

August 2021

Rainmaker research reveals the best performing Australian and international fixed interest funds, which includes the Ardea Real Outcome Fund.

June 2021

As part of Livewire's Top-Rated Funds series, Gopi Karunakaran outlines the Ardea Real Outcome Fund strategy.

June 2021

Recently in the AFR, Tamar Hamlyn discusses why market discipline for governments simply doesn’t work: the approach to ESG risk for government bonds has no choice but to rely heavily on engagement (subscription required).

June 2021

Investors in the ActiveX Ardea Real Outcome Bond fund will have more global exposure going forward after the removal of the 25% global bond limit.

May 2021

The outlook for inflation remains uncertain, however, it remains crucial that investors understand the risks associated, says Ardea IM's Tamar Hamlyn.

April 2021

Tamar Hamlyn weighs in on the recent bond market rally.

March 2021

Tamar Hamlyn discusses the widening perception gap between bonds and central banks. Time will prove one or both camps to be wrong, the only difference being whether it is reputations or portfolios that are lost.

March 2021

Livewire speaks to several of the fund managers from Fidante Partners about whether or not inflation was causing them concern, and, if it was, just what are they going to do about it?

February 2021

Tamar Hamlyn discusses central banks
new path to withdrawing stimulus and why it will not be easy for markets to predict.

January 2021

Ardea IM discuss interest rate risk and duration with Fixed Income News Australia.

November 2020

Far fewer women than men are promoted in the finance industry unless they first ask for seniority, a sign of institutional gender bias, according to a new study by Ardea Investment Management & Australian National University in conjunction with industry experts.

September 2020

Ardea IM has set out to find answers to an issue of increasing
relevance to bond investors: How will climate change impact
sovereign debt?

September 2020

Financial advisers should look beyond traditional fixed income assets if they want to maintain a similar level of income generation their clients have been used to in the past.

September 2020

Ardea Investment Management has launched a new research partnership with the University of Technology Sydney (UTS). The Program will foster innovative and impactful academic research to advance knowledge in finance and further strengthen Ardea IM’s research capabilities.

August 2020

In the AFR, Tamar Hamlyn explains why the rally in gold, bonds and inflation makes it hard to be certain that portfolios won’t be affected by a persistent weakening in the value of fiat currencies.

July 2020

In the AFR, Tamar Hamlyn argues that changes to CPI are not too concerning for markets.

June 2020

In the AFR, Tamar Hamlyn explains why investors shouldn't rely on central banks having a long term appetite for corporate bonds (subscription required).

June 2020

In this Financial Standard article, Gopi Karunakaran shares his insights on the Australian fixed income market.

May 2020

The move by the Reserve Bank of Australia to a policy of fiscal stimulus away from monetary policy could cause a supply/demand battle as the central bank battles to support the economy amid COVID-19

May 2020

In the AFR, Tamar Hamlyn discusses some of the economic ramifications of COVID-19.(subscription required)

January 2020

Ardea Investment Management are delighted to announce the appointment of Dr Laura Ryan in the role of Head of Research.

January 2020

In the AFR, Tamar Hamlyn discusses the uncertainty ahead for interest rates and inflation and how Ardea IM focus on a range of options when managing a portfolio. (subscription required)

November 2019

In the AFR, Tamar Hamlyn discusses the sharp gyrations in US dollar funding rates seen over recent weeks. (subscription required)

September 2019

Lower bond yields have raised concerns that yields may eventually become negative in Australia, now is the time to think about what this means for investors. (subscription required)

July 2019

Strong investment returns across almost all asset classes has continued. Tamar Hamlyn discusses how the liquidity underpinning today’s markets has received far less consideration. (subscription required)

July 2019

Gopi Karunakaran shares how Ardea IM helps restore balance to fixed income portfolios by using relative value investing.

June 2019

The ActiveX Ardea Real Outcome Bond Fund (Managed Fund) has been added to award-winning investment and superannuation platform, HUB24.

May 2019

Tamar Hamlyn discusses why carry is so important as bond yields are pushed to multi-decade lows. (subscription required)

April 2019

Tamar Hamlyn discusses the connection between the foreign exchange market and the fixed-income market, and why it matters. (subscription required).

March 2019

Ben Alexander, Chief Investment Officer, today announced that firm co-founder Stephen Clout had been appointed Chief Executive Officer by the Ardea IM board.

February 2019

Ardea Investment Management is pleased to announce the appointment of Tracey Kellett in the role of Chief Operating Officer.

December 2018

Gopi Karunakaran discusses the December quarter being potentially the worst since September 2011 as Wall Street reckons with rising interest rates and the risk of a partial government shutdown in the United States. (subscription required)

December 2018

Recently in the AFR, Tamar Hamlyn discusses how the past weeks and months have seen financial markets approaching the year-end period with decidedly less lustre than investors might like. (subscription required)

December 2018

We’re pleased to celebrate the launch of the ActiveX Ardea Real Outcome Bond Fund (Managed Fund) (XARO), the first actively-managed fixed income ETF in the Australian market that is not constrained by an index.

November 2018

Ardea IM has received its first ‘recommended’ rating for its Real Outcome Fund from Lonsec.

October 2018

In this feature, Tamar Hamlyn discusses how modestly sized asset ‘gemstones’ can still be located at reasonable prices, and at a highly repeatable frequency. (subscription required)

September 2018

Ardea IM announced two key appointments after a period of strong growth. Jean Dumas joins the Investment Strategy Team and Darren Wadhera in the Portfolio Implementation Team.

August 2018

In this feature, Tamar Hamlyn discusses how shifts in the market pricing of forward exchange rates has created relative value opportunities in Australian interest rates. (subscription required)

March 2018

Gopi Karunakaran discusses the liquidity risk of corporate bonds with InvestorDaily.

March 2018

Tamar Hamlyn was encouraged by China’s response to Donald Trump and shares his thoughts with the Financial Review. (subscription required)

March 2018

Gopi Karunakaran talks to the Financial Standard about how flipping through a copy of his father's newspaper led him on a journey deep into the heart of fixed income management.

February 2018

Ardea IM recommends investors re-evaluate the widely held view that governments bonds are inherently defensive and risk diversifying in the current economic climate.

February 2018

Jonathan Shapiro shares Gopi Karunakaran’s comments from the Portfolio Construction Forum Markets Summit 2018. (subscription required)

January 2018

Tamar Hamlyn comments on when the next RBA rate increase will take place. (subscription required)

January 2018

Ardea IM's Real Outcome Fund has been added to the BT Panorama, BT Wrap and BT SuperWrap platforms.

January 2018

Tamar Hamlyn shares his thoughts on the recent rise in two year US bond rates

December 2017

Ardea IM has been voted Australian Rates Fund Manager of the Year in the KangaNews Awards 2017

November 2017

Tamar Hamlyn shares his thoughts on the convergence of US and Australian two-year bond rates. (subscription required)

November 2017

Ardea IM announced its total funds under management had exceeded $10 billion

November 2017

Tamar Hamlyn and Gopi Karunakaran discuss how markets are underpricing the risk of inflation. (subscription required)

September 2017

Tamar Hamlyn shares his views on the market forces investors should currently be considering

September 2017

Tamar Hamlyn discusses energy costs and the impact to households and businesses

September 2017

Tamar Hamlyn discusses how rising US interest rates will benefit investors

September 2017

Ardea IM’s Real Outcome Fund wins praise and ‘Recommended’ rating from Zenith

Ardea IM strengthens successful team with appointments

August 2012

Ardea Investment Management is the investment manager of a new fund, the Ardea IM Wholesale Inflation Plus Fund, for investors seeking a stable, defensive return over and above inflation.