Convertible Market Review and Outlook
Joe Wysocki
July 26, 2017
The convertible securities market is healthy and well positioned in this rising rate environment.
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Investment Ideas
Any Gas Left in the Tank? Investors Wonder What to Expect After EM’s Strong 1st Half
Todd Speed
July 19, 2017
In five of the six years when emerging markets started out strong, the trend continued for the second half of the year.
Read PostCPLIX’s Grant Looks for More of the Same in the Second Half
Michael Grant
July 18, 2017
CPLIX June 2017 positioning: Equities still have runway, given growth in sales and earnings.
Read PostHow to Use an Equity Alt and an Income Alt to Design an Alternative Allocation: Webcast Aug. 1
July 10, 2017
Join our webcast to learn how to combine an income and equity alternative fund in an investment portfolio
Read PostNarrowing Spreads Prompt a Shift Away from High Yield and Toward Convertibles
June 23, 2017
Narrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.
Read PostHow Emerging Markets Have Progressed in the Last Year: One Snapshot at a Time
June 19, 2017
The one year-old EM Snapshot makes tracking the growth and development of emerging markets easy. Here are some insights on how emerging markets have progressed over the year.
Read PostReflation Trades Will Work Again: CPLIX Commentary
Michael Grant
June 12, 2017
CPLIX May 2017 positioning: Reflation trades resume, extending the bull market, the Standard & Poor’s 500 peaking 5%-10% above current levels.
Read PostDon't Make This Mistake with Convertible Bond Funds
June 1, 2017
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.
Read PostNow Try This: How 2 Alts Handle Volatility in a Retirement Portfolio
May 19, 2017
Using a 100% alternative allocation to draw down retirement assets.
Read PostRetracing the Highs and Lows of a Successful College Savings Plan
May 17, 2017
Here’s an idea on how to build a college funding plan for your clients’ up-and-coming scholars.
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