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Article: Understanding Convertible Securities and Why They’re Attractive Today
Education

Over the last 30 years, global convertibles have produced equity-like performance but with lower volatility.

May 8, 2025

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A Guide to Securitized Credit

May 2, 2025
The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.

A Guide to Interval Funds

January 10, 2025
Interval funds may provide access to potentially higher-yielding, less-liquid securities while also offering periodic liquidity.

Could Your Clients Benefit From an SMA?

August 16, 2024
Separately managed accounts (SMAs) have been around for over 50 years. Here’s what you need to know to determine if one is a good fit for your clients.

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January 16, 2024
Combining middle market loans with strategically sourced deals in private placement and project finance markets allows for a more diversified portfolio that has the potential to deliver returns that have been less correlated to economic cycles.
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