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...
AAM's 2024 Outlook - After the Recession That Never Was
The Portfolio Fix with AAM
37 minutes
1 year ago
AAM's 2024 Outlook - After the Recession That Never Was
In this episode of The Portfolio Fix, AAM's CIO Reed Nuttall speaks with each of the asset class sector heads about their expectations for 2024. Introduction - Reed Nuttall, Chief Investment Officer1:10 - Marco Bravo, Senior Portfolio Manager: Discussion of the economy in 2023 and AAM’s economic outlook for 20246:25 - Elizabeth Henderson, Director of Corporate Credit: Conversation about AAM’s 2024 outlook for the corporate credit sector11:35 - Scott Edwards, Director of Structured Products:...
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...
