Ardea Investment Management

We a delighted to announce that we’ve been awarded the Judges' Choice for Fixed Income Manager of the Year (up to €100bn AuM) at the Insurance Asset Management Awards for the second consecutive year! Congratulations and a big thank you to the whole team 🏆 Click the link to find out more about our pure relative value approach: https://lnkd.in/eYcmRHUQ

“In a quest to retain balance in portfolios, where can investors go to both avoid mercurial shocks and achieve returns? Traditionally, fixed income has been the yin to equity’s yang.” The answer lies in the “how” of fixed income. Read our latest article Restoring (and retaining) balance to explore the strategies shaping today’s fixed income landscape: https://ow.ly/GCfl50UbBtr

In a recent interview with Insurance Investor, Gopi Karunakaran and Mark Pearce discuss why “style” of returns is just as important as size. “When you think about conventional fixed income, a lot of it is about yield and the income or return that you're getting. It is important in the context of the risk side of the equation, and how you put together a portfolio, to think about how that return is being generated, and that speaks to the style of returns.” "When we talk about the style of returns, we mean how that return profile will behave in different market environments," he said. "For example, in periods of market turmoil, or if inflation is going up or down. Also, how is that return pattern going to behave relative to other things that might be in the portfolio?" - Gopi Karunakaran Click the link to read the full article: https://lnkd.in/e47Xk_CH

In today’s news, InvestorDaily investigates the spike in volatility turning the spotlight on to portfolio diversification. Gopi Karunakaran, Co-CIO at Ardea IM, explained that for a long time, investors and traders have been more willing to invest in higher-risk assets, meaning that the value of diversification in portfolios has been somewhat forgotten. “Exogenous event risk, whether from geopolitics or other sources, provides a good reminder that diversifying risk can be helpful in dampening portfolio performance volatility to a level that is consistent with an investor’s risk tolerance, while also mitigating the risk of intolerable losses due to extreme events,” Karunakaran said. Read the full article at https://lnkd.in/gvN9u7bZ #diversification #risk

We’re excited to share the news that we’ve been named Fixed Income Manager of the Year at the Insurance Investor European Awards! 🏆 The judges' feedback reflects the unique approach which Ardea brings to managing fixed income portfolios for our insurance clients. Click the link to find out more about Ardea's pure relative value approach: https://ow.ly/C5Aw50TAhNQ

"Bonds may be back, but they are now less reliable. The recent period of market turmoil has shifted the spotlight back to the role of bonds in investment portfolios." - Gopi Karunakaran                 In bond markets today, the focus is either on trying to predict how the future path of interest rates will impact bond market performance or on the “bonds are back” narrative, as it relates to multi-asset investment portfolio construction. Read the full InvestorDaily article here: https://lnkd.in/gtqpMen4                 #bonds #fixedincome #interestrates

The UK Stewardship Code sets high standards for investment practices, encouraging investors to consider long-term value creation that benefits the economy, the environment, and society. It emphasises the importance of managing environmental, social, and governance (ESG) factors, which is crucial for sustainable investment returns. Adherence to the Code ensures enhanced engagement between investors and companies, aiming to improve the governance and management of invested assets. At Ardea we are committed to these principles of responsible investment. We are proud to announce that we have once again met the rigorous requirements and retained our status as a signatory to the Financial Reporting Council's UK Stewardship Code, reinforcing our commitment to delivering long-term value to our clients and contributing positively to broader societal goals. You can read our latest Stewardship Code report here: https://ow.ly/mACO50SOYjb #UKStewardshipcode #Sustainability

The UK Stewardship Code sets high standards for investment practices, encouraging investors to consider long-term value creation that benefits the economy, the environment, and society. It emphasises the importance of managing environmental, social, and governance (ESG) factors, which is crucial for sustainable investment returns. Adherence to the Code ensures enhanced engagement between investors and companies, aiming to improve the governance and management of invested assets. At Ardea we are committed to these principles of responsible investment. We are proud to announce that we have once again met the rigorous requirements and retained our status as a signatory to the Financial Reporting Council's UK Stewardship Code, reinforcing our commitment to delivering long-term value to our clients and contributing positively to broader societal goals. You can read our latest Stewardship Code report here: https://ow.ly/mACO50SOYjb #UKStewardshipcode #Sustainability

🖤❤️💛 Celebrating NAIDOC Week at Ardea Investment Management 🖤❤️💛 This NAIDOC Week, we dedicated time to honour the enduring spirit of Indigenous culture. Our team enjoyed a lunch featuring native foods from the local Aboriginal café Koori Kulcha, celebrating the rich culture and contributions of Aboriginal and Torres Strait Islander peoples. Supporting Indigenous businesses and promoting cultural understanding reflects our commitment to Diversity, Equity, and Inclusion (DEI). Let's continue to celebrate and respect these communities every day. #NAIDOCWeek #IndigenousCulture #DEI

Why aren’t there more women being promoted within the Australian Financial Services industry if “when women do request promotions, they are more successful than men in obtaining them”? A study led by Laura Ryan PhD, Head of Research at Ardea IM uncovered that men disproportionately benefit from a promotion process that includes 'gifted advancement'—where employees are promoted without having to request it—resulting in compounded financial advantages over their female counterparts, who are less frequently promoted by this method. Cassandra Crowe, CFA GAICD, CFA, vice president at T. Rowe Price Australia and co-author of the study, highlighted that globally, women hold only 11% of chief positions in investment management, underscoring the under-representation of women in top financial roles. Addressing these gender biases is crucial for achieving a more equitable distribution of promotions within the industry. Educating and raising awareness about these biases will be instrumental in fostering a fairer and more inclusive promotion process, ultimately contributing to a balanced representation of women in leadership positions in the financial services sector. Learn more at https://lnkd.in/gcMEGxYi #financialservices #genderbias #equality