Convertibles – A Superior Fixed Income Alternative in a Rising Rate Environment
2021 – SSI Webinar Series. Stay up to date with the most recent discussion covering Convertible strategies
It was the best performance of the convertible asset class since 2009. We expect convertibles to once again outperform most other asset classes.
Benefits of Convertible Bonds for Insurance Investors: Capital Efficiency, Diversification, Interest Rate Sensitivity, Asymmetry, Risk Management, Investment Grade
Our outlook for convertible bonds for the second half of 2020 remains constructive. Convertibles provide exposure to fast growing, higher beta companies in the Technology and Healthcare space, with meaningfully truncated downside and reduced risk.
Ravi Malik, CFA, Portfolio Manager and Principal walks the audience through the opportunity and outlook of Convertible Bonds in this period of extreme uncertainty
Low volatility strategies serve as a good alternative for investors wanting a tilt in equities, as the lower portfolio volatility often helps the portfolio resist market uncertainty. These strategies have garnered significant investor attention and growth in assets.
How does macroeconomic and geopolitical uncertainty affect your investment portfolio? Will the market maintain the trajectory it’s been on, will there be a correction or will it suffer a pullback? Convertible bonds offer participation in the growth of the equity market and the income of the bond market while providing protection of the principal investment, so any market volatility is a welcomed event
The Healthcare sector has historically represented a significant portion of the overall convertible bond universe (represented by the ICE BofA ML All US Convertible Index VXA0) and trading volumes, averaging a sector weight of 17.5 percent