1 May 2018
Following the budget announcement, we discuss why the current environment places Ardea well to continue to identify and exploit inefficiencies in fixed income markets to generate positive investment outcomes for our investors.
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11 April 2018
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.
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10 November 2016
Our view on the volatility since the Election result, however overall these events are favourable for markets and good for investors.
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