• investment strategies.
    • Convertibles

    convertibles.

    strategies
    strategies·bonds·performance and data·insights

    convertibles strategies.

    As a market-leader in convertible bonds investing our experienced team has recognised the asymmetric return potential of convertible bonds, particularly in uncertain markets, for over three decades.

    The team aim to build high-quality, diverse and liquid portfolios that seek to profit from equity market upturns but can also benefit from downside protection similar to that of a fixed income structure.
     

    bonds.

    Our range includes sustainable, global and regional strategies. To view our Sustainable Finance Disclosure Regulation (SFDR) Classifications, click here.

    See our convertible strategy:

    Global Convertible Bonds

    Global Convertible Bonds

    Investing in bonds with embedded equity options, aimed at capturing upside with downside.

    Find out more about our convertibles funds performance and data.

    more information

    insights.

    Asia convertible bonds: capturing upside in a strong market
    investment viewpointsWholesale
    investment viewpointsWholesaleConvertiblesInstitutional

    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.

    CIO views: sharpening an information edge
    investment viewpointsFixed Income
    investment viewpointsFixed IncomeWholesaleEquitiesMacroMulti-assetAlternatives.ConvertiblesInstitutional

    CIO views: sharpening an information edge

    How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

    Measuring climate alignment, one temperature at a time
    investment viewpointsTNZ equities
    investment viewpointsTNZ equitiesHolistiQTNZ Fixed IncomeTargetNetZero Global Convertible Bond

    Measuring climate alignment, one temperature at a time

    To maximise investment opportunities and reduce climate risk, we use an implied temperature rise metric to identify which companies are decarbonisation leaders.

    CIO views: finding value through patient investing
    investment viewpointsAsset Management
    investment viewpointsAsset ManagementFixed IncomeInvestment strategiesDCDBBanksWholesaleOfficial institutionsThird party asset managersGeronne IndependantsInstitutionalConsultantsInsuranceFund of fundsEndowmentsEquitiesMacroMulti-assetAlternatives.Convertibles

    CIO views: finding value through patient investing

    Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?

    Can high emitters be net-zero leaders?
    investment viewpointsInstitutional
    investment viewpointsInstitutionalWholesaleConvertiblesTargetNetZero Global Convertible Bond

    Can high emitters be net-zero leaders?

    Should equity investors focus only on today’s low-carbon businesses, or include transitioning companies making real emissions reductions in hard-to-abate sectors, too? 

    Targeting net zero: 5 reasons to rethink portfolio decarbonisation
    investment viewpointsInstitutional
    investment viewpointsInstitutionalSustainabilityWholesaleTargetNetZero Global Convertible BondTNZ equitiesTNZ Fixed Income

    Targeting net zero: 5 reasons to rethink portfolio decarbonisation

    Policy, the pitfalls of short-term, high-carbon exclusions and the need to look towards 2050 are among the five reasons why we believe many investors should rethink net-zero alignment. 

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