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...
Primary Bank Concern Shifts from Liquidity to Loan Books
The Portfolio Fix with AAM
24 minutes
2 years ago
Primary Bank Concern Shifts from Liquidity to Loan Books
In this episode of The Portfolio Fix, Leah Savageau explains why the banking sector is likely to face higher wholesale funding costs following the acute liquidity deterioration in March. She goes on to describe why her primary concern has shifted from liquidity to banks’ lending books. Marco Bravo also interprets the recent inflation data points and how markets are reacting. This episode was recorded on April 13, 2023. Sources: Bureau of Labor Statistics, The Federal Reserve, Federal Deposit...
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...
