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...
All content for The Portfolio Fix with AAM is the property of AAM and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Breaking Down the New Long Duration Targeted Improvement Policy
The Portfolio Fix with AAM
24 minutes
2 years ago
Breaking Down the New Long Duration Targeted Improvement Policy
In the latest episode of The Portfolio Fix, Marco Bravo makes sense of a confusing jobs report from December 2nd, 2022 and the likely impact on future Fed rate actions. Garrett Dungee outlines the coming accounting changes for Long Duration Targeted Improvements (LDTI), which will likely affect many of Life Insurance companies within the next several years. Sources: Bureau of Labor Statistics, U.S. Census Bureau, Financial Accounting Standards Board This episode of The Portfolio Fix ...
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...
