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 Dovish Fed and a Healthy Consumer – What’s Not to Like? A Couple Items Actually
The Portfolio Fix with AAM
21 minutes
1 year ago
A Dovish Fed and a Healthy Consumer – What’s Not to Like? A Couple Items Actually
In this episode of The Portfolio Fix, Marco Bravo digests the Fed’s recent statement and press conference and why the Treasury market is interpreting Chairman Powell’s comments as supportive of several rate cuts in 2024. Mike Ashley then describes that while the consumer is still healthy, he is monitoring several deteriorating items that suggest the wellbeing of the consumer likely will not be as robust as it was in 2023. This episode was recorded on 12/1/23 and 12/14/23. Sources:...
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...
