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Market evolution: Investing in Asset Backed Securities
21 May 24 Insight Fixed Income

Market evolution: Investing in Asset Backed Securities

Since its inception in the 1970’s, the global asset backed securities market has evolved beyond mortgage-backed assets to include loans secured by autos, equipment, credit card/personal loan receivables as well as high yield corporate loans. As the range of investment opportunities has grown, there is an opportunity for enhanced yield compared to similarly rated corporate credit.
China Equities: The Time is Nigh
04 Apr 24 Insight Global Equities

China Equities: The Time is Nigh

Chinese equities are trading at extremely attractive levels, and in our view, the outlook is highly prospective for long term investors.
Troubled Times Ahead?
15 Mar 24 Insight Fixed Income

Troubled Times Ahead?

The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.
ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls
07 Mar 24 Insight Australian Equities Global Equities

ESG in 10 -Episode 15: The disproportionate impact of modern slavery on women and girls

In this episode we explore the disproportionate impact of modern slavery on women and girls and what investors can do about the issue.
Heat Management: Industrial Cooling Solutions
28 Feb 24 Insight Alternatives

Heat Management: Industrial Cooling Solutions

Demand for data storage and processing, accelerated by online meetings and AI advancements, is driving the growth of the data centre industry which requires significant cooling.  Industrial cooling consumes large quantities of water and energy, releasing carbon emissions and waste heat. Efficient cooling solutions are essential for achieving carbon reduction targets and complying with tightening reporting requirements.
Revisiting the GFC playbook
26 Feb 24 Insight Global Equities

Revisiting the GFC playbook

Chinese equities are trading at mouth-watering attractive levels. In our view, the outlook is highly prospective for long term investors. As highlighted in our early January 2024 insights, we believe the issues facing the Chinese economy are well known and manageable! Many new policies and initiatives are being introduced to support and stimulate the economy. The economy will find its footing in 2024. Contrary to numerous pessimistic headlines, the Chinese economy is set to expand between 4.5% to low 5% range in 2024.
Evolution of bond markets and where to next?
23 Feb 24 Insight Fixed Income

Evolution of bond markets and where to next?

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important. To maximise the benefits of bonds for today’s investor, it is crucial to understand what has driven this market evolution and where to next.
Sustainable Solutions for Industrial Heat Management
07 Feb 24 Insight Alternatives

Sustainable Solutions for Industrial Heat Management

Three-quarters of energy used in industry is converted into heat and over half of total energy used is lost as waste heat. Industrial heating is largely powered by non-renewable resources; producers attempting to achieve carbon reduction targets are looking for alternative, sustainable solutions for generating process heat and recovering energy wasted as heat.
2024 Outlook: An inflection point for Emerging Markets
07 Feb 24 Insight Global Equities

2024 Outlook: An inflection point for Emerging Markets

Welcome to 2024, the Year of the Dragon in the Chinese Zodiac. We believe the fundamentals are in place for emerging markets (EM) to outperform developed economies (DM) in the coming year. Many EM central banks, with a few exceptions, were first to react to combat inflation by shifting monetary policy and tighten financial conditions. As a result, many EMs were the first economies to loosen monetary policies in 2023 which will support growth in 2024.
Key Themes for 2024: Fixed Income
30 Jan 24 Insight Fixed Income

Key Themes for 2024: Fixed Income

Ardea Investment Management is a specialist relative value investor, focusing on non-directional opportunities within the global fixed income market. Unlike more traditional fixed income mangers, our investment process seeks to identify and exploit mispricing between assets with similar risk characteristics and does not rely on forecasts for the direction of interest rates or other macroeconomic variables to generate performance.
Pure Relative Value: The Third Lever of Fixed Income
24 Jan 24 Insight Fixed Income

Pure Relative Value: The Third Lever of Fixed Income

“In a world that is constantly changing, there is no one subject or set of subjects that will serve you for the foreseeable future, let alone for the rest of your life.” So said the American author, John Naisbitt, whose analysis of social trends led to predictions regarding automation in the workplace, globalisation and even the rise of artificial intelligence.
Preserving Natural Capital by Investing in Sustainable Infrastructure
19 Jan 24 Insight Alternatives

Preserving Natural Capital by Investing in Sustainable Infrastructure

Pressure to meet environmental metrics and reporting requirements has increased for institutional investors. Investing in natural capital offers a direct pathway for creating a positive environmental impact. However, the risk and return profile for these investments is still uncertain; many are sceptical of strategies that rely heavily on under-developed nature-based credit markets that qualify public good and negative externalities, i.e. biodiversity and carbon, as tradable units. Investing in sustainable infrastructure assets provides the benefits associated with investing in nature without the risks. Read more to find out how to create a positive environmental impact with the comfort of investing in a traditional asset class.
Why Bother Investing in China?
15 Jan 24 Insight Global Equities

Why Bother Investing in China?

The investment philosophy of Ox Capital is to buy champion businesses of the future when valuations are depressed. Typically, reason for the negativity is obvious. Our job, as long-term investors, is to look past short-term disruptions, and determine if the businesses possess strong economic moat which enable them to become champion companies in the future.
The Mining Industry: How to fuel the green energy supply chain sustainably
10 Jan 24 Insight Alternatives

The Mining Industry: How to fuel the green energy supply chain sustainably

The green transition depends on essential mined materials, however, mining is a linear, extractive industry that consumes a great deal of energy and pollutes local ecosystems. ‘Greening’ production is essential to reducing heavy industry’s environmental impact especially as we accelerate the transition towards a more climate-friendly economy. Co-locating appropriate renewable energy and water treatment assets on new and existing sites can achieve waste reduction, circular production and sustainable exploration.
ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea
12 Dec 23 Insight Fixed Income

ESG in 10 -Episode 14: Why Europe is the region leading Sovereign Green Bond issuance, with Ardea

Charlotte O'Meara is joined by Gillian Jago, Senior Trader at Ardea Investment Management, to explore the dominance of Europe in sovereign green bond issuance amid a global slowdown.
What this bond investor is watching most closely into 2024
11 Dec 23 Insight Fixed Income

What this bond investor is watching most closely into 2024

Ardea Investment Management's Gopi Karunakaran explains how he spots opportunity and discusses the big conflict in central bank policy now.
ESG in 10 -Episode 13: Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment Management (CIM)
28 Nov 23 Insight Fixed Income

ESG in 10 -Episode 13: Navigating the Landscape of ESG in Asset Backed Securities, with Challenger Investment Management (CIM)

Delve into the challenges and advancements of integrating ESG considerations in Asset Backed Securities (ABS).
Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year
21 Nov 23 Insight Fixed Income

Why Europe is the region leading sovereign green bond issuance and what we expect for the last three months of the year

Europe continues to dominate in the green bond space in 2023, with most green bonds issued either by a European name or denominated in EUR. Following Poland as the first sovereign to issue a green bond in 2016, supply and demand for Supranational, Sub-Sovereign and Agency (SSA) green bonds in Europe has continued to grow.
Defensive Equities: When Defence is the Best Offence
16 Nov 23 Insight Alternatives

Defensive Equities: When Defence is the Best Offence

In uncertain times, investors looking for shelter can consider an allocation to defensive equities to shore up their portfolio. Listed infrastructure, listed property and low volatility strategies are all different ways to invest in defensive equities, all of which also provide investors with an income yield.
Challenger Investment Management launches Global ABS Fund
01 Nov 23 Insight Fixed Income

Challenger Investment Management launches Global ABS Fund

Challenger Investment Management (CIM), part of the ASX-listed investment management firm Challenger Limited, is pleased to announce the launch of the Challenger IM Global Asset Backed Securities Fund (‘The Fund’).
Article 8, Promoting Environment & Social Characteristics
16 Oct 23 Insight Fixed Income

Article 8, Promoting Environment & Social Characteristics

Since the European Union's Sustainable Finance Disclosure Regulation (“SFDR”) came into force in March 2021, asset managers have been required to provide more information on the sustainability risks and impact of their investment products sold in the European Union.
Bonds don’t need to be negatively correlated with equities
06 Jul 23 Insight Fixed Income

Bonds don’t need to be negatively correlated with equities

Fidante sat down with Head of Research at Ardea Investment Management, Dr Laura Ryan and Portfolio Manager, Tamar Hamlyn to discuss the role of government bonds in an equity heavy portfolio.
Fidante enters strategic partnership with Proterra Asia
26 Jun 23 Insight Alternatives

Fidante enters strategic partnership with Proterra Asia

Fidante is pleased to announce that it has entered into a strategic partnership with Proterra Investment Partners Asia, a leading private equity investor focused on the Asian food and agribusiness sectors.
Proterra Asia Insights: To eat well and feel good, we need better food systems
12 May 23 Insight Alternatives

Proterra Asia Insights: To eat well and feel good, we need better food systems

The team members of Proterra Asia first started investing in the Asian food and agriculture space more than 15 years ago. We have seen the industry mature from focussing on food safety to food sustainability. Given how important food is to us as individuals and to society, we believe that our food systems should reflect our most noble human virtues.
Proterra Asia invests in ecoSPIRITS Series A
10 May 23 Insight Alternatives

Proterra Asia invests in ecoSPIRITS Series A

Proterra Asia, the private equity fund manager focused on investing in the Asian food sector, is pleased to announce its investment in ecoSPIRITS, a circular economy technology company, which has raised USD 10 million in an oversubscribed Series A funding round.
Ardea's Market Musings: The Tipping Point
03 Apr 23 Insight Fixed Income

Ardea's Market Musings: The Tipping Point

• March bank stress is not a repeat of 2008, but downside risks remain. • We discuss the underlying drivers of historically high volatility in interest rate markets. • The potential path ahead for rates is wide, underscoring the value of defensive, macro-neutral strategies.
Proterra Asia backs Apeiron Bioenergy to support the shift to waste-based and biomass fuels in Asia
06 Dec 22 Insight Alternatives

Proterra Asia backs Apeiron Bioenergy to support the shift to waste-based and biomass fuels in Asia

Proterra Asia, the Asian arm of experienced global food and agribusiness private equity fund manager Proterra Investment Partners, has completed its investment in Apeiron Bioenergy, a recognized integrated global player in the entire chain of bioenergy products from feedstock to the end and by-products.
Proterra Asia Announces Final Close of Proterra Asia Food Fund 3
01 Dec 22 Insight Alternatives

Proterra Asia Announces Final Close of Proterra Asia Food Fund 3

Proterra Asia, the Asian subsidiary of experienced global food and agribusiness private equity fund manager Proterra Investment Partners, completed its final close of Proterra Asia Food Fund 3 (“Food Fund 3” or “The Fund”) on 26th October 2022.
Allocating to unlisted infrastructure: Some size fits all
30 Sep 22 Insight Alternatives

Allocating to unlisted infrastructure: Some size fits all

PATRIZIA explores the benefits of unlisted infrastructure and how to size an investment in the asset class, with the purpose being to educate investors on why they should look to diversify their portfolios with a more meaningful allocation to unlisted infrastructure.
Ardea Market Musings: From macro to micro: The implications of high volatility for interest rate relative value
08 Sep 22 Insight Fixed Income

Ardea Market Musings: From macro to micro: The implications of high volatility for interest rate relative value

Global fixed income markets have experienced a massive correction this year. Aggressive central bank rate hikes, surging inflation and weaker global growth have driven double-digit losses for duration and credit heavy portfolios.
Investing in a world with less money
07 Jun 22 Insight

Investing in a world with less money

As we move into times of inflation, what do investors need to know to direct their portfolios for the future?
Slavery: how to combat a modern problem
21 Mar 21 Insight

Slavery: how to combat a modern problem

Charlotte O'Meara from Fidante Partners explains what constitutes modern slavery and outlines some key considerations for financial advisers when looking at their fund managers.