Narrowing Spreads Prompt a Shift Away from High Yield and Toward Convertibles
Narrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.
Read PostNarrowing spreads are generally associated with improving economic conditions, an environment when convertible securities have historically outperformed.
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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.
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