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Corporate bonds unlimited?

Is central bank support for corporate bond markets truly unlimited? Our sense is decidedly not.

How to reduce the risk of a portfolio

In this Livewire video, Dr Laura Ryan discusses a strategy that can produce returns regardless of whether interest rates are rising or falling.

Exploiting arbitrage in bond markets

In this podcast Portfolio Manager, Gopi Karunakaran, speaks to Alan Kohler about the Ardea Real Outcome Fund and how it operates.

China risk goes beyond trade wars

The China economic slowdown story had been building behind the scenes long before markets decided to focus on trade hostilities with the US.

The early movers are leaving the credit party

During the early stages of the reach for yield process, credit market exposure was the wise choice. Now that we’re closer to the end, it’s more questionable.

Just a taste of the volatility to come

This Livewire exclusive discusses the global shift in central bank policy as a key driver of recent volatility and what to expect moving forward.