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The Portfolio Fix with AAM
AAM
59 episodes
3 weeks ago
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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Investing
Business,
Management
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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...
Show more...
Investing
Business,
Management
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AAM Talks Convertible Bonds with Zazove Associates
The Portfolio Fix with AAM
17 minutes
9 months ago
AAM Talks Convertible Bonds with Zazove Associates
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...
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...