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.

Latest

Economic Insights

Small Cap Catch-Up: Market Reset?

0
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Economic Insights

June Retail Sales Report Leads to More Questions

0
Today's retail sales release has us scratching our heads. The...
Economic Insights

June HANDLS Monthly Report: Summer Heat

0
The graph and table above provide return data for...
Economic Insights

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

0
While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Newsletter

Don't miss

Economic Insights

Small Cap Catch-Up: Market Reset?

0
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Economic Insights

June Retail Sales Report Leads to More Questions

0
Today's retail sales release has us scratching our heads. The...
Economic Insights

June HANDLS Monthly Report: Summer Heat

0
The graph and table above provide return data for...
Economic Insights

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

0
While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).
Economic Insights

Monetary Policy Is Increasing The Deficit

0
Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.
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.

Small Cap Catch-Up: Market Reset?

Joe Tigay, Portfolio Manager -
This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.
Read more

June Retail Sales Report Leads to More Questions

Leland Abrams, Portfolio Manager -
Today's retail sales release has us scratching our heads. The posted number showed strong retail sales for the month of June (ex-autos) with the control...
Read more

June HANDLS Monthly Report: Summer Heat

David Cohen -
The graph and table above provide return data for major income-oriented asset categories for the month of June 2024 and YTD 2024. Returns for...
Read more

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.