Ardea examines key fixed income market themes for 2022.
Tamar Hamlyn and Laura Ryan recently spoke at a Portfolio Institutional roundtable focusing on ESG and sovereign debt.
Dr Laura Ryan and Tamar Hamlyn are joined by Dr Nigel Wilkin-Smith, previously Director at the Future Fund, to discuss foreign currency management and its importance for Australian investors.
Ardea examines the market implications of Fed QE tapering and expectations for tightening from other central banks.
As featured in InvestorDaily, our research challenges the narrative that climate change transition risk is not being priced into sovereign bond markets.
In this podcast, Laura Ryan discusses the importance of government bonds when thinking about climate change.
Laura Ryan is joined by Alex Stanley and Tamar Hamlyn to discuss why ESG considerations for sovereign bond relative value strategies differ from other strategies.
Ardea takes a closer look at the drivers of the recent bond rally.
In this episode of The Ardea Alternative podcast, Alex Stanley is joined by Tamar Hamlyn and guest speaker Haran Siva, a Senior Advisor with the Climate Bonds Initiative. In recent years there has been significant growth in ESG related investments, this episode will focus on one specific example: green bonds.
Market pricing for inflation is near multi-year highs, but with major differences across curves and regions. We discuss the implications and risks for investors of rising inflation expectations.