Global Convertibles Lunch

It is our pleasure to invite you to lunch with David Keetley and David Sugarman, fund managers on the Polar Capital Global Convertibles team, on 19 March. The managers will explain why they believe 2024 will be a large refinancing year for debt capital markets and why this could provide a tailwind for convertible debt.

With inflation receding, the managers will also discuss why they believe convertibles can play a key role in current asset allocation decisions. Balancing caution with opportunity, they will provide an update on the Fund’s positioning, specifically the bond/equity dynamic and how they match capital protection with return potential.

Please arrive at 12:30 for a 12:45 start.