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Asia convertible bonds: capturing upside in a strong market
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Asia convertible bonds: capturing upside in a strong market

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

What’s the outlook for convertible bonds in 2024?
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What’s the outlook for convertible bonds in 2024?

What factors look supportive for convertible bonds in 2024? Our investment team outlines its base-case scenario and areas of potential benefit for investors.  

Asia is dominating the electric vehicle battery market
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Asia is dominating the electric vehicle battery market

Car electrification is challenging the whole vehicle production supply chain. Our view is that battery cell production will end up becoming commoditised.

Convertible bonds: the weather forecast for 2023
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Convertible bonds: the weather forecast for 2023

We believe convertible bonds offer an effective way to navigate an uncertain macro environment. At LOIM, we see a number of investment themes and opportunities in 2023.  

Why convertibles make sense for credit investors
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Why convertibles make sense for credit investors

Many convertible bonds are acting like traditional debt instruments but retain equity upside potential, opening a rare opportunity for fixed-income investors.  

Convertible advantages in uncertain times
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Convertible advantages in uncertain times

Uncertainty creates conducive conditions for the asymmetric return profile  of convertible bonds – one might say volatility actually suits convertibles. 

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