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...
Partly Cloudy, Though the View is Better Up Here: AAM’s 2025 Outlook
The Portfolio Fix with AAM
26 minutes
9 months ago
Partly Cloudy, Though the View is Better Up Here: AAM’s 2025 Outlook
In this episode, Tim Senechalle is joined by Elizabeth Henderson, Pete Wirtala and Marco Bravo to discuss how AAM views the year ahead. While there is optimism around corporate growth and asset pricing, the team weighs in on the risks posed by fiscal pressures, policy shifts, and global instability. Tune in for a well-rounded look at the road ahead. Click here for our written outlook This episode was recorded on January 28, 2025. Any timely data or views should be considered as of this dat...
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...
