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...
In this episode of The Portfolio Fix, AAM's CIO Reed Nuttall and the sector heads of each of our asset classes provide our expectations for 2023. We discuss our views on the U.S. economy along with each of the fixed income markets. The episode is approximately 30 minutes long and in the words of Reed - we are cautious heading into the new year but looking to be opportunistic. Sources: Bureau of Labor Statistics, Bloomberg, Blue Chip Forecasts, Bloomberg Barclays Index, National ...
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...
