In this episode of the Portfolio Fix, John Balsamo, Portfolio Manager at AAM and Gene Pretti, CEO of Zazove, discuss the current state of the convertible bond market, exploring its performance amidst market volatility, trends in issuance, and the impact of rising interest rates. They delve into the potential implications of political changes and how these factors may influence investment strategies in the convertible bond space. This episode was recorded on March 26, 2025. Any timely data or...
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In this episode of the Portfolio Fix, John Balsamo, Portfolio Manager at AAM and Gene Pretti, CEO of Zazove, discuss the current state of the convertible bond market, exploring its performance amidst market volatility, trends in issuance, and the impact of rising interest rates. They delve into the potential implications of political changes and how these factors may influence investment strategies in the convertible bond space. This episode was recorded on March 26, 2025. Any timely data or...
A Confident Consumer and Sticky Inflation Means Higher for Longer
The Portfolio Fix with AAM
18 minutes
2 years ago
A Confident Consumer and Sticky Inflation Means Higher for Longer
In this episode of The Portfolio Fix, Marco Bravo talks about what is behind the economy’s resiliency and why the Treasury curve is likely to remain elevated for the next year. Andy Bohlin explains what is behind the weakness in the Utility sector, how that has created volatility and why there are now opportunities in a traditionally defensive sector. This episode was recorded on October 27, 2023. Source: Blue Chip Economic & Financial Indicator, Bureau of Economic Analysis, Depart...
The Portfolio Fix with AAM
In this episode of the Portfolio Fix, John Balsamo, Portfolio Manager at AAM and Gene Pretti, CEO of Zazove, discuss the current state of the convertible bond market, exploring its performance amidst market volatility, trends in issuance, and the impact of rising interest rates. They delve into the potential implications of political changes and how these factors may influence investment strategies in the convertible bond space. This episode was recorded on March 26, 2025. Any timely data or...
