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Recent Updates
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
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
Thought Leadership
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
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
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.
In The News
Think Advisor | Multi-Asset Strategist Manager of 2022: SSI Investment Management1
The ability to capture trends through tactical positioning led to solid absolute and risk-adjusted performance last year for SSI Investment Management’s SSI Flexible Allocation Portfolios,
The Hedge Fund Journal | 50 Leading Women in Hedge Funds 2021
This is the 9th edition of our 50 Leading Women in Hedge Funds report and is published in association with EY for the eighth time.
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Recent Updates
2024: Convertible Bonds Outlook
Convertible bonds, represented by the ICE BofA All US Convertibles Index, rebounded +12.99% in 2023,
1 The yearly awards, presented by Envestnet | PMC and Investment Advisor recognize active managers who have beaten their benchmarks, shown solid performance in general over time and are the best in their respective asset class. Eligibility requires the portfolio manager have $200 million in assets and three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. SSI Investment Management did not pay to participate.
Past performance is not necessarily indicative of future results.
