The Big Debate: Hidden investment secrets - Global Convertibles

Click here to listen to this debate on demand The global convertibles sector is much smaller than the higher yield or investment grade bond markets, but over the business cycle can offer a good return at a much lower volatility than the other fixed income sectors. But there are not a huge number of funds investing in global convertibles and historically many investors miss the big opportunities in the sector, such as post the Lehman's crash, and focus when performance has picked. How does the sector work, what are the opportunities with convertibles, and should they be viewed as an equit...