Conventional thinking about bond-equity relationships currently poses a paradox – the resolution to this seeming paradox is the changing bond-equity correlation.
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.
The China economic slowdown story had been building behind the scenes long before markets decided to focus on trade hostilities with the US.
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.
LIBOR, like the plumbing in your house, tends to only get attention when something goes wrong.