Positioning Update
September 2026: Turning Negativity Into Opportunity
August 26, 2026
Waiting for a bond market signal while taking advantage of pessimism in AI-related debt
Positioning Update
Combining an overweight on duration with inflation protection via TIPS and credit exposure via converts is a winning combination.
Positioning Update
August 2026: Tech Pain For Later Gain
July 28, 2026
It's been a tough month for tech and the convertibles, but don't count the rally over.
Positioning Update
July 2026: Credit & Converts
June 25, 2026
Swaying with equities and that's okay. War's over and inflation is past the peak.
Positioning Update
June 2026: Adding Convertibles
May 26, 2026
The committee is looking to capitalize on a continued technology rally and stronger inflation.
Positioning Update
May 2026: Watching & Waiting
April 27, 2026
Continuing a cautious stance while playing the de-escalation recovery.