In this podcast Portfolio Manager, Gopi Karunakaran, speaks to Alan Kohler about the Ardea Real Outcome Fund and how it operates.
The collapse in global bond yields has delivered large windfall capital gains however it has come at the cost of a vanishing yield cushion.
In this nabtrade podcast, Gopi Karunakaran discusses alternative types of fixed income and the key risks investors should be considering.
Despite bond yields in many markets getting vanishingly low, inflows to bond funds globally have actually accelerated this year.
With yield chasing capital flooding back into credit markets and pushing up bond prices, the behaviour of corporate bonds is changing.
Everyone has an opinion but does anyone really know?