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...
More Rate Hikes and Weaker Growth in 2023 Should Lead to a Weaker Retail Industry
The Portfolio Fix with AAM
26 minutes
2 years ago
More Rate Hikes and Weaker Growth in 2023 Should Lead to a Weaker Retail Industry
In the latest episode of The Portfolio Fix, Marco Bravo interprets Fed Chairman Powell’s press conference as meaning more rate hikes, which should likely lead to weaker growth and higher unemployment in 2023. Mike Ashley then provides the key items he’s monitoring in evaluating the consumer and ultimately the retail sector - unemployment, excess savings and credit card balances. This episode was recorded on December 15, 2022 and November 30, 2022. Any timely data or views should ...
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...
