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Bond issuance to underpin rising market opportunities

Following the budget announcement, we discuss why the current environment places Ardea IM well to continue to identify and exploit inefficiencies in fixed income markets to generate positive investment outcomes for our investors.

Corporate Bonds – More Risk for Less Return

Credit spreads over government bonds should compensate investors not just for default risk but also for other risks such as illiquidity. Gopi Karunakaran discusses how corporate bond markets are currently not providing sufficient compensation for growing illiquidity risk.

Trump Election… the impact so far

Our view on the volatility since the Election result, however overall these events are favourable for markets and good for investors.