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Part of an insight article from Ardea Investment Management. 1Q22 saw a historically large sell-off of bonds. A lot of policy tightening is now priced in but there are still substantial risks to the outlook for bonds. Historically poor quarter for bonds Sovereign bonds underperformed significantly in March, capping off an...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central banks (CBs) are increasing interest rates. For instance, the Federal Reserve has ~7 rate hikes priced in between now and the end of 2022, with...
BNY Mellon Investment Management has released its quarterly Vantage Point outlook for Quarter 2, 2022 discussing possible scenario outcomes to be considered by investors over the war in Ukraine. The war in Ukraine is primarily a human and humanitarian tragedy. But coming hard on the heels of a global pandemic, it will...
2022 will see global sovereign debt rise by 9.5%, up by US$6.2 trillion (AU$8.53 trillion) to a record US$71.6 trillion (AU$98.4 trillion), according to the second annual Janus Henderson Sovereign Debt Index. The increase will be driven by the US, Japan and China in particular, though almost every country...
I recently had an email from Jeff, asking why the value in the iShares Inflation Linked Bond ETF had dropped when inflation is rising. There are a couple of factors at play in explaining the loss in value. 1. 100% investment in government bonds The ETF invests in about 13 government...
By Ben Robins, Emerging Markets Debt Portfolio Specialist at T. Rowe Price After a significant amount of speculation and consternation over a possible default, Russia has initiated coupon payments on two of its dollar bonds. This was a relief to markets, and the price of the bonds rallied on news...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea Investment Management, Victor Rodriguez from CIP Asset Management and Daniel Siluk from Kapstream. The four asset managers provide an outstanding insight into their thinking regarding current...
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher inflation. Stephen Dover, Chief Market Strategist, at the Franklin Templeton Investment Institute, part of Franklin Templeton, notes in a recent paper: “Since the fighting began in...
Global Markets Last week was clearly volatile for global markets, with the attack on Ukraine initially causing a risk-off move, followed by a risk-on recovery on relief that Russian sanctions did not extend to oil and gas exports and all the mayhem at least seemingly reduced the risk of a...
Fixed Income News spoke with Barry Ziegler, Head of Fixed Income at Bell Potter Securities about the capital notes market outlook in 2022, coming off the first major offer for the year from ANZ.  How do you see the outlook for Capital Notes as an investment in 2022? The demand is...

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