With yield chasing capital flooding back into credit markets and pushing up bond prices, the behaviour of corporate bonds is changing.
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.
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.
Watch Ardea Portfolio Manager Gopi Karunakaran and Fidante Investment Specialist Sam Morris as they discuss the ActiveX Ardea Real Outcome Bond Fund (Managed Fund).
Why are you accepting more risk for less return? This is a question that’s currently very relevant for corporate bond investors, particularly in the ‘safe’ investment grade (IG) sector.
Following last week’s meeting of the US Federal Reserve (FED), markets have become increasingly concerned that the FED is making a policy mistake in continuing to increase interest rates.
The China economic slowdown story had been building behind the scenes long before markets decided to focus on trade hostilities with the US.
The carrot that alternative investment strategies often dangle in front of investors is the prospect of uncorrelated returns.
This article outlines why a relative value approach is a compelling alternative to traditional fixed income investing.
Watch this Livewire video to learn more about the Real Outcome Fund and the team’s investment process.