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...
Prime Cuts - 2024 Surprises & Cash Management Strategies for Insurers
The Portfolio Fix with AAM
22 minutes
1 year ago
Prime Cuts - 2024 Surprises & Cash Management Strategies for Insurers
Not only is Tim Senechalle AAM's new Chief Investment Officer he is also the new host of AAM's The Portfolio Fix podcast! He will be joined by podcast regulars Elizabeth Henderson - AAM's Head of Fixed Income and Pete Wirtala - AAM's Insurance Strategist. Each episode the trio will be joined by a guest who will offer insights into particular sectors. This episode, the team welcomes Scott Edwards, Director of Structured Products, who shares his insights into what has transpired so far this yea...
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...
