Why Convertibles?
Alexander meets with Eli Pars, CFA (Co-CIO, Head of Alternative Strategies, Co-Head of Convertible Strategies, and Senior Co-Portfolio Manager) and Robert Behan, CFA (Executive Vice President, Chief Distribution Officer) from Calamos Investments.
Highlights from this episode include:
- A discussion on where Convertibles may fit within a strategic asset allocation
- The characteristics of convertible bonds from a risk/return perspective
- How you might expect convertible bonds to behave in an inflationary, rising interest rate environment
- The merits of an active management in the asset class
- The case for investing in the convertible bond asset class in this environment.
Please do not hesitate to contact us with any feedback or thoughts. We really would love to hear from you!
Best regards,
The Daymer Bay Capital team