In the Press

Advent Chief Investment Strategist, Odell Lambroza, discusses the growing opportunity set to be found in convertible arbitrage strategies with the Financial Times, touching on how they thrive on volatility and how we can expect this ideal environment to continue.

Advent President & CIO Tracy Maitland calls on the financial industry to be a force for good in furthering the push for equality in America, and outlines the benefits of strong D&I policies for modern business.

Advent’s paper, “Convertibles’ Muted Volatility and Enhanced Return Proven During Pandemic,” was published in Financial Advisor—a leading industry trade publication for RIAs, wealth planners and independent broker-dealers. The paper provides insights into how convertibles have provided downside protection during the pandemic and outlines opportunities with the asset class that remain worthy of consideration.

Advent Senior Advisor F. Barry Nelson, CFA, appeared on a webinar hosted by the Closed-End Fund Association to discuss alternatives as a means of risk mitigation while still maintaining equity exposure in the current market environment. Joined by Michael Grant, Co-Chief Investment Officer with Calamos Investments, Barry also provided thoughts on the performance of convertibles during the height of the pandemic and his outlook for market volatility as the economy strives to rebuild itself.

Advent Portfolio Manager Tony Huang connects with GlobalCapital to discuss green convertible bonds. As a relatively nascent market in the US, Tony outlined the drivers of growing promise and popularity for the asset class, suggesting more issuance is to come.

Advent President & CIO Tracy Maitland had the pleasure of discussing racial & gender equality considerations with veteran financial journalist Christine Williamson of Pensions & Investments. In this piece, Tracy describes the benefits of hiring diverse managers and calls on asset owners and consultants to adopt a diversity policy that is consistent and constant.

Advent Portfolio Manager Marc Aylett discusses key trends in the high yield market with International Financing Review, honing in on the shift in focus from BBBs to BBs and why pandemic-era credit investors are now approaching riskier bonds for additional yield.

Advent President & CIO Tracy Maitland discusses the recent surge in popularity for convertible bonds with Andrew Bary of Barron’s, as part of the “Up and Down Wall Street” column. Tracy explains how the asset class can offer respite to an investor facing a global pandemic, an upcoming election and continued geopolitical uncertainty.