Convertible Market Dynamics and Portfolio Implications for Insurers

Convertible Market Dynamics and Portfolio Implications for Insurers
Our new Viewpoint, Convertible Market Dynamics and Portfolio Implications for Insurers, examines how convertible bonds may offer insurers a distinctive opportunity to balance return generation and capital preservation. As hybrid securities, convertibles provide exposure to equity upside while retaining bond-like characteristics that support downside protection.

The Viewpoint explores how increased issuance and evolving market dynamics are reshaping the opportunity set. With a focus on higher-quality, at-the-money securities, insurers may position portfolios to capture growth potential while managing risk. Learn how convertibles may serve as a complementary allocation within surplus or total return portfolios.


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