Eighteen months after the January 2016 low, emerging markets have bounced back—as they have after the previous six major drawdowns.
Read PostThe convertible securities market is healthy and well positioned in this rising rate environment.
Read PostIn five of the six years when emerging markets started out strong, the trend continued for the second half of the year.
Read PostCPLIX June 2017 positioning: Equities still have runway, given growth in sales and earnings.
Read PostJoin our webcast to learn how to combine an income and equity alternative fund in an investment portfolio
Read PostNarrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.
Read PostThe 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 PostCPLIX May 2017 positioning: Reflation trades resume, extending the bull market, the Standard & Poor’s 500 peaking 5%-10% above current levels.
Read PostA 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 PostUsing a 100% alternative allocation to draw down retirement assets.
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