US Convertible Securities: Harnessing the Tailwinds of Normalizing Economic Data and Issuance
We remain optimistic that overall economic growth, inflation, and monetary policy trends will normalize along their current trajectories, providing a tailwind for risk assets. We are investing in companies exposed to AI, productivity enhancements, and cybersecurity trends. We expect the convertible market will participate in these fast-growing trends for years to come.
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