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Investment Ideas

Investment Ideas

Understanding the Bull Market for Convertible Bonds

Every few years nearly everyone (including issuers, advisors, investors, the media, other fund providers) gravitates to convertibles and their potential to reduce risk in a portfolio.

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The Drivers of Convertible Bonds’ Short and Long-Term Performance

Active management of multiple variables unique to convertible securities is what results in long-term performance—and the value that the asset class can provide to an investment portfolio.

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True or False: Rates Are Rising and There’s Nothing You Can Do About It

Here are three ideas on how to mitigate the effects of rising rates.

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4 Reasons Convertible Securities Issuance Is Taking Off in 2018

Convertible securities issuance is up in January, first-time issuers are participating and converts could benefit from tax law and M&A activity.

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Interest Rates Just One Component of the Resilient Bond Portfolio

Our approach, including a wide opportunity set, to generate alpha for core fixed income allocations.

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Understanding The Long/Short Funds Category: Infographic

Trouble understanding the Morningstar Long/Short Equity Category? This infographic explainer will help.

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Give Your Clients An Edge When High Yield Spreads Widen

When spreads widen, an actively managed, risk-aware approach may have the edge over a high yield ETF.

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Convertibles Are Off To Another Chart-Topping Year

Convertibles’ returns have bested fixed income asset classes over the last ten years and are on track to do it again in 2017. See how convertibles can enhance fixed income allocations.

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Convertibles: Why Limit Yourself to Less Than Half the Market?

The global convertibles market offers twice the opportunity of U.S. convertibles, and the opportunities are varied.

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Diversifying Credit Risk within Fixed Income

Diversification—the inclusion of a fixed-income alternative, for example—can help mitigate the impact of spreads widening when the time comes.

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