• investment strategies.
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    convertibles.

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    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:

    Find out more about our convertibles funds performance and data.

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    insights.

    Can high emitters be net-zero leaders?
    equitiesInstitutional
    equitiesInstitutionalWholesaleconvertiblesTargetNetZero 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
    sustainable investmentInstitutional
    sustainable investmentInstitutionalSustainabilityWholesaleTargetNetZero 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. 

    What’s the outlook for convertible bonds in 2024?
    convertible bondsInstitutional
    convertible bondsInstitutionalconvertiblesTargetNetZero Global Convertible Bond

    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
    convertible bondsAsset Management
    convertible bondsAsset ManagementDCDBBanksWholesaleOfficial institutionsThird party asset managersGeronne IndependantsInstitutionalConsultantsInsuranceFund of fundsEndowmentsconvertibles

    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.

    CIO views: a new era of finding alpha
    cross assetAsset Management
    cross assetAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsInvestment strategiesalternativesconvertiblesequitiesfixed incomemulti-assetThemesSustainabilityWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managers

    CIO views: a new era of finding alpha

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

    Convertible bonds: the weather forecast for 2023
    convertible bondsAsset Management
    convertible bondsAsset ManagementInstitutionalConsultantsDBDCInsuranceOfficial institutionsconvertiblesTargetNetZero Global Convertible BondWholesaleBanksEndowmentsFund of fundsGeronne IndependantsThird party asset managers

    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.  

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