Convertible securities, combining “the best of both worlds” of equities and bonds, offer a compelling case for strategic allocation—particularly in today’s uncertain markets, opines Calamos Investments. As US asset manager points out, convertibles have historically outperformed traditional equities and fixed income during periods of market stress. Notably, convertibles are less sensitive to interest rate shifts than traditional bonds, making them a useful hedge amid monetary policy uncertainty.
“We are encouraged by recent global issuance trends and believe macro conditions can support new opportunities for convertible investors,” notes John P. Calamos, Sr., Founder and Global CIO of Calamos.
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