so the usual theory would tell you vol is up, spreads are wide, conver arb should do good in these times. Are there any other thoughts concerning the outlook for the strategy for the near future (1-2 yrs)Thanks for your thougths.Ev
doesn't issuance in cb pick up when the spreads are wide? i thought that was the argument why the convert arb did not do too good in the environment prior to August, i.e. low vol, narrow spreads, etc.THanks for the feedbackEv