Manuel Velazquez de Leon

Convertible Bond 2024 Review and 2025 Outlook

The Convertible Bond Outlook for 2025 highlights a strong performance in 2024, with convertible bonds, as represented by the ICE BofA All US Convertible Index (VXA0), returning +11.14% and outperforming major fixed income indices. The outlook for 2025 remains positive, with expectations of continued issuance growth, balanced market conditions, and potential outperformance of small and …

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SSI’s Investment Grade Convertible Bond Strategy: Competitive Advantages

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

Convertible Bonds – An Attractive Asset Class for Insurance Portfolios

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 …

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Dagney Maseda Interview with RIA Channel at Pershing INSITE 2024

Watch this RIA Channel interview with SSI’s Dagney Maseda, CFA, Managing Director and Portfolio Manager. She provides a brief introduction to SSI and explains the benefits of convertible arbitrage, an attractive fixed income alternative for today’s market environment. https://ssi-invest.com/wp-content/uploads/2024/08/dagney_maseda_with-disclosure_ssi_investment_management_-_insite_2024-1080p.mp4