In the video, Brillois talks about where he is finding opportunity in convertible bonds, what sectors he is avoiding and the risks to his investment thesis.
Video: Lazard on convertible bonds
Convertibles will be one of the best performing asset classes this year, argues Arnaud Brillois, managing director and portfolio manager, analyst, Lazard Asset Management.
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FSA SPY
The FSA Spy market buzz – 12 April 2024
Equity that is not Kool, Abrdn’s fund closures, Lombard Odier loves private markets, China’s ugly debt graph, Mountainous interest rate analogies, US housing costs, Gold smuggling, Advertising and much more.
