At Lombard Odier IM we have a well-resourced, dedicated and highly experienced investment team managing a flagship range that has won accolades over two decades. For over 30 years, our goal has remained steadfast: to capture the return asymmetry inherent in convertible bonds.
Convertible bonds provide the potential to benefit from rising markets while limiting the downside in falling markets due to its bond features. This asymmetrical quality can provide useful diversification for traditional portfolios, especially in uncertain times.
Our flagship high conviction strategy, launched in 1987, seeks out the best convertible bonds opportunities worldwide, with a focus on balanced convertibles with good quality credit.
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There are a variety of risks and opportunities in Asia in 2020. Asian equities continue to look attractive due to continued earnings growth and undemanding valuations, in our opinion.
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Academic Nick Baltas presents to LOIM his research on the impact of crowding, timing, and performance dispersion in alternative risk premia (ARP) investing.
We expect 2020 to bring a return of equity volatility, and the risk-reward characteristics of convertible bonds could prove particularly useful for investors.
