Market insights
Investing in future megatrends with convertible bonds
With convertible bonds, investors have access to growth companies with disruptive business models with all the advantages that the asset class offers.
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Return dispersion of convertible bond indices in 2020: Some facts and an outlook
Convertible bonds have performed very differently so far this year, depending on the index under review. There are a number of reasons for this.
Read more Return dispersion of convertible bond indices in 2020: Some facts and an outlook
Global Market Environment - CIO Update
Beat Thoma,
Covid-19 is likely to have a considerable impact on the second half of the year. Dovish central bank policies have mitigated the pandemic’s economic fallout, but with monetary policy being so dominant, it has maintained the gap between growth in the real economy on one side and equity and bond valuations on the other.