ARCHIVE - SPOTLIGHT

The Year Ahead in Healthcare Convertible Bonds by Florian Eitner, CFA, Portfolio Manager


The Style Attributes of Convertibles Are Attractive - A Style Analysis Report by Ethan Ganz, Associate Portfolio Manager


WHO’S AFRAID OF THE BULL MARKET? - A Case for Convertibles: A Defensive Equity Strategy by Ravi Malik, CFA, Portfolio Manager, Principal

U.S. Equity Market Environment by George Douglas, CFA, Chief Investment Officer


Commodity Bust Continues to Drag Markets Lower by Ravi Malik, CFA, Portfolio Manager and Dagney Hollander, Portfolio Manager

Does Financial Market Turmoil Portend a U.S. Recession? by Ken Raguse, CFA, Portfolio Manager

Looking Beyond the 60/40 Portfolio by Steve Wachtel, CFA, Portfolio Manager

The Forecast for Interest Rates is Changing. Is it time to add Convertible Bonds?


The Great Unwinding of “The Trump Trade” by Ravi Malik, CFA, Portfolio Manager, Principal


The Return Composition of Convertible Arbitrage and why it Matters by George Douglas, CFA, Chief Investment Officer


CONVERTIBLES: 2017 Mid-Year Review and  Market Outlook by Ravi Malik, CFA, Portfolio Manager, Principal and Ethan Ganz, Associate Portfolio Manager


Resilience of Convertibles in Economic Recessions by Ethan Ganz, Portfolio Manager


George’s Corner: Reflections on 2018 by George Douglas, CFA, Chief Investment Officer


What Could Go Wrong? by Steve Wachtel, CFA, Portfolio Manager

2018

2017

2016

2015

Convertibles: 2018 Market Outlook by Ravi Malik, CFA, Portfolio Manager, Principal


Recent Market Turmoil - Now What? by George Douglas, CFA, Chief Investment Officer


Convertible Arb - Still Holding Strong by Dagney Hollander, Portfolio Manager


Risk Mitigation Focus by Ken Raguse, CFA, Portfolio Manager


Recent Market Turmoil - Now What? by George Douglas, CFA, Chief Investment Officer


New Issuance in the Convertible Market - What’s Ahead by Ethan Ganz, Portfolio Manager


2018_Dec_New Issuance and the Convert Market - Ethan Ganz.pdf 2018_Nov_Managing Risk_Ken Raguse.pdf 2018_Oct_Recent Market Turmoil_ Now What.pdf 2018_Aug_Convertible Arbitrage - Still Holding Strong - Dagney Hollander SSI Inv Mgmt.pdf 2018_Jan_Convertible Outlook.pdf 2018_Feb_Recent Market Turmoil_ Now What.pdf 2019_1Q_SSI_ConvInc-FACTSHEET(G-N).pdf 2017_Oct_Looking Beyond the 60-40.pdf 2017_Dec_ George's Corner_Reflections on 2018.pdf 2017_Oct_Resilience of Convertibles in Economic Recessions.pdf 2017_July_Convertibles Mid Year Review and Market Outlook.pdf 2017_May_The Forecast for Interest Rates is Changing_press.pdf 2017_June_The Great Unwinding of the TrumpTrade.pdf 2017_July_The Return Composition of Convertible Arb and Why it Matters_George Douglas.pdf 2015_Q1_Spotlight_SSI_Case_for_Convertibles_ Ravi Malik.pdf 2015 Sept_Ethan Ganz_Style Analysis on Convertibles-FINAL.pdf 2015_Sept_US Equity Market Environemtn_George Douglas.pdf