Investment Team Voices

Yield Opportunities in Convertible Bonds

R. Scott Henderson
May 25, 2023

How have rising interest rates and recent market conditions affected convertibles? In this post, we answer this question as we highlight the current opportunities we see in convertibles, including their yield potential.

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The Convertible Trifecta, Revisited

Convertible Perspectives by Scott Henderson, CFA
August 23, 2016

We see continued upside opportunities in convertible securities but there may be greater disparity in returns, supporting the need for selectivity and active management.

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The Convertible Trifecta

R. Scott Henderson
March 2, 2016

Credit spreads have widened dramatically, equities have declined significantly, and convertible valuations have cheapened. A reversal in one of these factors could provide a tailwind to convertibles; if all three reverse, convertibles may be poised for a potentially powerful “trifecta.”

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