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OUR BLOG

Update: COVID-19’s Impact to the Convertible Market

by Jared Kramer | March 26, 2020 | Convertible & Call Spread, COVID-19

Highlight: The convertible market has continued to weaken since March 13.  By our calculations, expected new issue coupons are now 3% higher than in mid-February and 1.5% higher than on March 13. In a previous post, we examined the impact of the current volatile market conditions on ... >>>Read More

Measuring COVID-19’s Impact to the Convertible Market

by Jared Kramer | March 17, 2020 | Convertible & Call Spread, COVID-19, Market Review

Over the past three weeks, prospective issuers have heard versions of the following banker simplification of the convertible market: “Convertible pricing is very attractive because rates are at historic lows and the benefit from the increased volatility offsets widening credit spreads.”  While ... >>>Read More

February Convertible Market Review

by Jared Kramer | March 4, 2020 | Convertible & Call Spread, Market Review

Total Issuance: Despite the sharp market sell-off, February was a very busy month in the convertible market.  A total of $5.1 billion priced over 11 deals – a higher dollar volume than every month of 2019 except for August and September.  Activity was in fact concentrated (4 deals for ... >>>Read More

January Convertible Market Review

by Jared Kramer | February 4, 2020 | Convertible & Call Spread, Market Review

Trends: January’s MongoDB deal continued the trend of convertible issuers from the last 2 years conducting new offerings to refinance and extend the maturity of their balance sheets, while taking advantage (especially in tech) of meaningfully higher equity valuations and convertible market ... >>>Read More

A Costly Convertible Exchange

by Bryan Goldstein | January 10, 2020 | Convertible & Call Spread

Convertible issuers frequently refinance upcoming maturities with the issuance of new convertible bonds.  As most convertible bonds are non-callable, issuers must decide whether to leave the bonds outstanding or repurchase them concurrently with the issuance of the new bonds.  If they are ... >>>Read More

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Archives

Recent Posts

  • Early Earnings Read: Share Repurchase Authorizations Resilient amid Macro Volatility
  • Strength Amid Choppiness: Q1 2025 Convertible Market Review
  • 2024 Year-End Convertible Market Review
  • Unscheduled Market Closure – Will ASRs Be Adjusted Fairly?
  • Trends in the Call Spread Market

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