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Recent Updates
2026 Convertible Bond Outlook
Convertible bonds continue to play a distinct role within diversified portfolios by offering a hybrid exposure to both equity and fixed income markets. Entering 2026, the asset class reflects attractive valuations, broad sector representation, and a robust issuance universe, providing investors with an alternative way to gain equity participation while maintaining fixed income characteristics. View PDF
Thought Leadership
2026 Convertible Bond Outlook
Convertible bonds continue to play a distinct role within diversified portfolios by offering a hybrid exposure to both equity and fixed income markets. Entering 2026, the asset class reflects attractive valuations, broad sector representation, and a robust issuance universe, providing investors with an alternative way to gain equity participation while maintaining fixed income characteristics. View PDF
How to Invest in the Tech Revolution with Lower Risk
Innovation is reshaping every industry, led by breakthroughs in AI, clean energy, satellites, and more. Yet investing directly in high-growth equities can mean elevated risk. Convertibles offer an alternative – allowing investors to capture upside from these transformative trends while providing downside protection. SSI explores these opportunities and shows how active management can help navigate this evolving market in our latest white paper.
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 mid-cap equities if interest rates stabilize.
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
In The News
Insurance Investor | North American Awards 2025 Finalist
We’re pleased to share that SSI has been shortlisted as a finalist for the 2025 Fixed Income Manager of the Year – Under $10bn in Insurance AUM. Winners will be announced at the Insurance Investor North American Awards Ceremony on December 4. Thank you to our clients, partners, and team for this breakthrough.
SSI Investment Management Recognized in Nasdaq’s Q1 2025 Brand Awareness Report
We’re proud to share that SSI was recognized in the Q1 2025 Nasdaq eVestment Brand Awareness Report, earning a top score among Global Asset Owners in the Emerging Firms category (AUM < $2.5B). Out of 545 firms, SSI ranked #11 overall — an exciting milestone as a new entrant to the rankings list. Thank you to our clients, partners, and team for helping us build a brand that stands out.
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
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Recent Updates
2026 Convertible Bond Outlook
Convertible bonds continue to play a distinct role within diversified portfolios by offering a hybrid