Market insights

Following a period of disappointment due to convertible bonds underperforming equity indices, a growing opportunity set and high stock market volatility gives strong reason to expect a sharp reversal of this trend. Hence, some investors are looking for new entry points into the asset class.

Emerging markets are increasingly maturing into truly emancipated states and now often meet their developed peers as equals. As newly emerged middle powers, they act as connector countries in the reshaping of global supply chains, for example.