Every few years nearly everyone (including issuers, advisors, investors, the media, other fund providers) gravitates to convertibles and their potential to reduce risk in a portfolio.
Active management of multiple variables unique to convertible securities is what results in long-term performance—and the value that the asset class can provide to an investment portfolio.
How Calamos Growth & Income Fund (CGIIX)—which distinguishes itself from balanced funds by its use of convertible securities—stepped through a volatile Q1 2018.
Here are three ideas on how to mitigate the effects of rising rates.
Convertible securities issuance is up in January, first-time issuers are participating and converts could benefit from tax law and M&A activity.
Convertibles’ returns have bested fixed income asset classes over the last ten years and are on track to do it again in 2017. See how convertibles can enhance fixed income allocations.
The global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.
The convertible securities market is healthy and well positioned in this rising rate environment.
Narrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.
A passive convertible bond strategy that just follows where the market goes misses out on the opportunity that an active manager has to rebalance and optimize risk/reward.
Investors are increasingly focused on the inevitability of market volatility. Here’s a resource guide for understanding the opportunity in volatility.
Five insights into convertible securities as drawn from our 32-page Convertible Securities: Structures, Valuation, Market Environment and Asset Allocation guide.
Funding a college education requires planning. One idea: pursue equity-like returns while limiting the drawdowns that can test parents’ resolve.
TIPS are not the only alternative for investors seeking an inflation hedge. Market neutral funds have demonstrated resilience when interest rates rise.
Here’s the on-demand presentation of the “Managing the Risks of Emerging Markets with a Broader Opportunity Set” webcast.
Downward spikes in the market, like the response to the recent Brexit referendum, can shock investors’ portfolios. Alternative strategies may shield portfolios enabling the portfolio to get back to growing.
Seasonal spikes in market volatility can shake investor confidence. The charts, analyses and commentary in this guide can help advisors and clients see the opportunity in volatility.
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