November 2011. In this investment insight Antony Vallee and Robin Dunmall, members of the dedicated convertibles team with our Global Multi-Asset Group, examine the performance of global convertibles over the turbulent summer of 2011, analyse current valuations in the convertibles market following the equity market selloff, and then consider the outlook for the asset class against an uncertain macroeconomic backdrop.
Global convertibles: Opportunities for uncertain times
