SSI Principal and Portfolio Manager, Ravi Malik, CFA, discusses the role Convertible bonds play in an insurance company’s asset allocation. Ravi compares the alternative investment to traditional fixed income and equity. https://www.youtube.com/watch?v=Fkv2fDpsa58
SSI portfolio manager, Stephen Wachtel, CFA, examines the current opportunity set within the Convertible bond asset class. Stephen shares specific examples of securities, which meet the criteria for our Investment Grade strategies. https://www.youtube.com/watch?v=KA3GLsWxDEo&t=3s
SSI Principal and Portfolio Manager, Ravi Malik, CFA, delves into SSI’s partnership with insurance companies. Ravi also shares the key competitive advantages which set SSI apart, including: Long-term investment horizon Track record finding transformational themes Longevity and stability of the SSI Investment team https://www.youtube.com/watch?v=KJjwofF4t2g
SSI Portfolio Manager, Michael J. Opre, CFA, presents the benefits of Convertible bonds as an asset class. Equity-like returns coupled with lower volatility and enhanced income Opportunity window for Small and Mid cap issuers Robust year for new issuance in the Convertible market https://www.youtube.com/embed/BBe8rQvXcWQ?si=u_Z7yuTNn2xB1FOg
Monetary policy is on course to being normalized after the unprecedented actions of the Fed, both on rates and the balance sheet, in the post-Covid era. Meanwhile, equity valuations are approaching the first quartile of their long-term range, driven by productivity gains and technological developments such as Generative AI. In this unique environment, Investment Grade Convertible Bonds are a timely investment and carry several significant advantages for the insurance industry.