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Converts star Basile: how to play the consolidation spree

The onset of increased merger and acquisition activity is a perfect foil for convertible bond managers, and Citywire AA-rated Davide Basile is readying his $1.9 billion fund to capitalise.

In this video, Basile, who is head of convertible bonds at RWC and lead manager on RWC Global Convertibles, explains why the semi-conductor and biotech sectors are the biggest candidates for consolidation in the US market.

Basile also dissects the strength of issuance in a low-rate environment and why he has reduced his delta exposure considerably off the back of market moves in Europe and Asia.

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