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Step into a new convertible

Convertible bonds and volatility – a perfect match · What is volatility, and is it something I want…or not? · Why convertibles work in a volatile market.

Our five buckets of controversy

The three requisite features of every investment we make are: a premium yield; dividend sustainability; and a valuation margin of safety. These are relatively easy to find individually but, in combination they are rare and typically only occur when a company is surrounded by some form of risk or controversy.

The power of dividends

Regular returns to shareholders from equity investments are often known as “ordinary dividends”. This is a misnomer – there is nothing ordinary about dividends at all. In fact, they are extraordinary! Here’s why…

Investing under pressure

Given the current extremely challenging financial situation for charities we are running a three-month program…

Disclaimer

No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.The term “RWC” may include any one or more RWC branded entities including RWC Partners Limited and RWC Asset Management LLP, each of which is authorised and regulated by the UK Financial Conduct Authority and, in the case of RWC Asset Management LLP, the US Securities and Exchange Commission; RWC Asset Advisors (US) LLC, which is registered with the US Securities and Exchange Commission; and RWC Singapore (Pte) Limited, which is licensed as a Licensed Fund Management Company by the Monetary Authority of Singapore.RWC may act as investment manager or adviser, or otherwise provide services, to more than one product pursuing a similar investment strategy or focus to the product detailed in this audio. 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