2024: Convertible Bonds Outlook
Convertible bonds, represented by the ICE BofA All US Convertibles Index, rebounded +12.99% in 2023, outperforming the Bloomberg US Aggregate Bond index and showcasing resilience amid market volatility. This paper emphasizes their attractiveness for 2024, with potential issuance growth, sector preferences, and a compelling long-term risk-adjusted performance.
Real Interest Rates Aren’t That High, And Neither Are Equity Markets
Our CIO’s paper examines the significant observation that, despite the recent dramatic changes in interest rates, the current real interest rates are not exceptionally high compared to historical levels.
Bonds Are Not Protecting You From Inflation
This paper delves into how bonds may not be as effective as expected in safeguarding against inflation’s impact on investment portfolios.
2023: Convertible Bonds Mid-Year Outlook
SSI reviews the market trends that shaped the first half of 2023, while also providing insights into the market outlook, positioning considerations, and the case for incorporating convertibles into asset allocations.
Tomorrow’s AI Leaders – Accessing the Convertible Market
By capitalizing on the power of AI, convertible issuers have the potential to drive significant performance within the asset class.
Convertible Bond 2022 Review and 2023 Outlook
The S&P 500 Index, along with most other market indices, rose during the first day of trading in 2022. From there, it was all downside. Outside of Commodities (where all the gains came in 1H), no asset class was spared last year’
2022 December Spotlight: Convertible Bonds Currently Stand at a Historic Entry Point
Convertible Bonds have been the best performing Fixed Income asset class over the past 3, 5, 10 and 20 years. Given their underlying equity option, Convertible bonds can provide a unique risk/reward profile to a Fixed Income allocation, as shown in the PDF link below:
