About the Author
Gopinath Karunakaran
Portfolio Manager, Fixed Income Strategies, Ardea Investment Management Pty Limited
Articles Published
In fixed income investing, there are two conventional sources of return that investors are familiar with - collecting interest payments from bonds (i.e. income) and correctly predicting the direction ... In ...
The interest rate duration inherent in conventional bond investments is the central diversification play used by most balanced portfolio construction frameworks. This is entirely reliant on a single ...
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