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 …
Insurance Companies and Convertible Bonds: How SSI’s IG Strategy Fits in an Asset Allocation Framework
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’s Investment Grade Strategy Current Opportunity Set Considerations
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’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
Why Allocate to Convertible Bonds Now? Recent Trends and Opportunity
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
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
Too Good to Be True? Risk Management Pitfalls
Broadening the field of potential investments provides diversification and, if done effectively, reduces portfolio volatility. Out latest research paper explores some of the common pitfalls in risk management.