gopi Karunakaran

Fixed Income
Livewire Exclusive

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 consequence, Gopi Karunakaran, Portfolio Manager at Ardea Investment Management urges investors to question just how defensive their portfolios really are. In this short interview he... Show More

Fixed Income
Livewire Exclusive

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, Gopi Karunakaran, Portfolio Manager at Ardea Investment Management, who warned that there could be more to come. In this short video, he focuses... Show More

Fixed Income
Livewire Exclusive

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 Karunakaran, Portfolio Manager at Ardea Investment Management flags some late-cycle behaviour, and warns of an imminent structural shift. Gopi compares what is... Show More

Livewire Exclusive

It’s difficult to make predictions, especially about the future. Like many investors, Gopi Karunakaran from Ardea Investment Management once thought that investing meant having high levels of confidence about the future. However, he very quickly learned the truth; “uncertainty is always there, you can’t get away from it.” Show More

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At the height of the financial crisis, credit markets seized up and liquidity disappeared. In the aftermath of Lehman’s bankruptcy, this caused huge headaches for investors, institutions, and regulators. It may surprise you to learn then, that turnover in these markets is lower today than it was at the nadir... Show More

Livewire Exclusive

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 been encouraging it through artificially low rates and quantitative easing. Gopi Karunakaran, Portfolio Manager at Ardea Investment Management, says this is all changing in 2018. Show More