convertibles.

Our convertible-bond strategy focuses on companies seeking emission reductions or solution-providers that enable transition efforts.

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? 

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. 

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

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

As uncertainty fuels volatility and new winners surface, are active managers finding new ways to generate alpha?