Selection Income and Growth Strategy Outlook

18/01/2023

We are possibly past peak inflation and closer to the end of a Fed hike cycle that could be positive for the income and growth. As we look into 2023, we are optimistic for the convertible market, we expect another uptick in issuance from low levels of 2022 and the ability to add yield and coupon into the portfolio that we haven't seen for many years.

Justin Kass, CIO and co-head of US Income and Growth Strategies and David Oberto, portfolio manager share the views on market update and 2023 outlook.