Frank Timons, Portfolio Manager
Frank Timons, Portfolio Manager

A Review of Q1 Convertible Bond Outperformance and Outlook

Income Insights

Convertible bonds performed well during Q1 2021 despite some significant rotations. Factors such as stimulus and reflation are positioned to support the continued outperformance in 2021.

Watch this Q1 2021 video update on the convertible bond marketplace, presented by Frank Timons. Frank Timons is CEO and CIO of Pier 88 Investment Partners, LLC, investment Sub-Advisor to a convertible bond strategy at Rational Funds.

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Frank Timons, Portfolio Manager
Frank Timons, Portfolio Manager
Frank Timons is CEO and CIO of Pier 88 Investment Partners, LLC, investment Sub-Advisor to a convertible bond strategy at Rational Funds. He was previously a Portfolio Manager at Lord Abbett & Co. for the convertible, large cap core, and large cap value strategies. Frank also served as a Research Analyst at Lord Abbett & Co and Robert W. Baird & Co. Frank holds a B.A. and J.D. from Notre Dame and MBA from University of Chicago.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

David Miller -
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
Read more

Chart of the Week: is the Stock Market Getting Ahead of Itself?

Michael Schoonover, COO & Portfolio Manager -
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
Read more

What’s the Real Value of Active Management?

Eric Clark, Portfolio Manager -
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
Read more

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