Search results for 'volatility'

Search results 31-40 of 82
Ideas in action – Convertible bonds style exposure: a tailwind so far in 2023
The high level of divergence between market segments and styles has resulted in both winners and laggards year-to-date.
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Ideas in action – Regional diversification brings risk mitigation to convertibles investors
We discuss the benefits of geographic diversification when investing in convertibles, following a recent large correction in global equity markets.
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Ideas in action – Regional diversification to support convertibles performance
Regional diversification should be a powerful engine of performance for the convertibles in 2024, especially with US equities set to be more volatile.
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Ideas in action – Higher rates to support convertible bonds issuance
Convertible bond issuance tends to be favoured over traditional high yield bonds by companies when rates rise, as witnessed in the US market of late.
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Ideas in action – Convertibles outperform low vol equities
Convertible bonds are outperforming low vol US equities, highlighting the benefits of the asset class as an equity exposure diversifier.
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Trick or treat?
We’re starting to see signs of cracks appearing in equity & credit markets, and geopolitical uncertainty means very low visibility at the macro level.
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Navigating the compelling opportunity set in emerging markets
Emerging market expert Anthony Kettle, identifies the current opportunities in emerging markets. But as always, there are headwinds out there.
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The AT1 recovery and why fundamentals win over time
Investment grade specialist James Macdonald discusses how the AT1 market has progressed since the turmoil in March and why fundamentals win over time.
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A hurting world
With volatility increasing against a backdrop of elevated macro and geopolitical uncertainty, we think it makes sense to proceed with caution.
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Smoke and mirrors
Sometimes we can see positive trends build in the run up to Christmas, though this year we remain more circumspect.
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