July 2021

The Convertible Market generated positive returns and outpaced major fixed income asset classes in the first half of 2021. As represented by the ICE BofA ML All US Convertible Index (VXA0), the asset class returned 6.90%. This was primarily driven by strong performance of the underlying equities at 12.45%. Convertibles benefited from strong returns in …

2021 SSI Convertible Mid-Year Review and Outlook Read More »

As we approach mid-year, a convergence of factors has helped the Convertibles market maintain its status as a formidable asset class:

Allocators and consultants continue to seek out alternative options to a core fixed income allocation as concerns grow over rising rates and the possibility of heightened volatility. As rates have continued to rise, investors are turning to less liquid or non-core options and one of the asset classes that is commonly utilized is the high yield market. …

With Yields in the High Yield Market at All Time Lows, Investors Should look to Convertibles as a Viable Alternative Read More »