Convertible Ideas/Themes May 2013
It’s all about Japan, just a shame there is a limited number of issues to buy. As we have visited our clients over the last few weeks it is clear that after the positive start to the year in terms of...
View ArticleConvertible Ideas/Themes June 2013
Macro concerns have dominated investor consciousness so far this month and are likely to continue as we get more data out of China and the resulting debate over the economy’s prospects. We are in a...
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