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.
The China economic slowdown story had been building behind the scenes long before markets decided to focus on trade hostilities with the US.
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.
In a Livewire Exclusive video, Gopi Karunakaran discusses how banks withdrew from corporate bond markets after the financial crisis, and what this means for the US$560 billion in fixed income ETFs around the world.