Uptick in Convertible Securities Defaults: Why We’re Not Worried
Co-CIO Eli Pars examines default trends in the convertible bond market and discusses some differences between convertibles and high yield bonds.
Read PostCo-CIO Eli Pars examines default trends in the convertible bond market and discusses some differences between convertibles and high yield bonds.
Read PostCo-CIO Nick Niziolek considers how aging EM populations and an increased interest in healthy living support growth prospects for a range of companies.
Read PostInfrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.
Read PostConvertible default rates have remained low and stable over recent years. Co-CIO Eli Pars considers the direction of defaults going forward, including the prospects for the growth-oriented tech and health care sectors the convertible team favors.
Read PostMichael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.
Read PostCo-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.
Read PostMichael Grant of our Global Long/Short Team shares his perspective on potential upside in the equity market.
Read PostMichael Grant, Sr. Co-Portfolio Manager, speaks to the recent meaningful upside surprise witnessed across U.S. manufacturing data.
Read PostCo-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.
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