Ardea Investment Management

To help you get the best investment outcomes, ActiveX gives you access to boutique fund managers who get actively involved in their investment strategy and align their...

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a...

Sudden outbreaks in volatility through this year have spooked the equity markets, and investors are questioning if more is to come. We spoke with rate market expert,...

When a triple-B-rated utility company issues a 3-year bond at a negative yield, perhaps it’s time for the credit cycle to call last orders at the bar? Gopi...

The Australian Commonwealth budget announcement overnight has confirmed the size and trajectory of the Australian government bond market. The Australian Office of...

Sacrificing liquidity in return for additional yield can be attractive if the compensation is sufficient and the time horizon of capital is appropriate. But corporate...

It’s difficult to make predictions, especially about the future. Like many investors, Gopi Karunakaran from Ardea Investment Management once thought that investing...

In recent years, markets have reacted positively to signs of inflation. Inflation has been indicative of improving conditions in the economy, and central banks have...

As global expectations of rising interest rates and inflation begin to become more mainstream, investors are wise to pause and reflect on what this means for their...

As fixed income investors concerned with protecting the value of client portfolios, two interesting charts for us at present are the outlook for US as well as...