convertibles.

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:

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 strategiesAlternatives.ConvertiblesEquitiesFixed 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.