Convertibles, when managed appropriately, can be a powerful tool to provide upside participation in technology growth stocks while protecting against downside risk.
Read PostCIHEX provided hedged equity exposure—a less volatile ride than the S&P but with more growth than a bond fund.
Read PostEven after a year of strong performance, the convertible securities market was trading near the lower end of its historical valuation range as of 7/30/18.
Read PostFrom deflation to inflation, from interest rates to investment risks, from the U.S. to Europe to the UK, CPLIX PM video series reviews key factors affecting global markets.
Read PostCPLIX’s active risk management has led to periods of taking on greater market risk and periods where market risk was minimized.
Read PostMarket cap, growth vs. value, Japan, retail, and U.S.-China trade – all among the topics covered in this global/international investing video series.
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