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Hosted by AAM · 🇺🇸 US · EN-US · 60 episodes
Established thought leaders with verified media credentials.
This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes. For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.
AAM hosts The Portfolio Fix with AAM, a business show with 60 episodes published.
Greg Ortquist, Senior Portfolio Manager at AAM, and Alex Rapoport, Managing Director at Affinius Capital, discuss how commercial mortgage loans and commerical real estate can benefit insurance company portfolios. They fo
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, t
In this episode of The Portfolio Fix, Greg Ortquist, Senior Portfolio Manager at AAM, and Alex Rapoport, Managing Director at Affinius Capital, discuss the current state of commercial mortgage loans. They focus on trends
Patryk Carwinski is joined by Kevin Ziets from Muzinich & Co. in this episode of The Portfolio Fix , where they unpack the outlook for high yield public corporate debt. The conversation covers important market trends, re
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 i
This episode of the Portfolio Fix highlights the trending topic of Artificial Intelligence and the implications for investors. AAM's Chief Investment Officer, Tim Senechalle, and Elizabeth Henderson, Head of Fixed Income
In this episode of the Portfolio Fix, Tim Senechalle and Elizabeth Henderson are joined by Marco Bravo. They discuss recent developments in the bond market, given the weaker than expected July employment report and discu
In this episode not only do we discuss economic developments, the Fed and recent market movements but Tim, Elizabeth and Pete are joined by Andy Bohlin, Senior Fixed Income Credit Analyst. Andy is responsible for the ana
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 Wi
In this episode of The Portfolio Fix, AAM's CIO Reed Nuttall speaks with each of the asset class sector heads about their expectations for 2024. Introduction - Reed Nuttall, Chief Investment Officer 1:10 - Marco Bravo, S
In this episode of The Portfolio Fix, Marco Bravo digests the Fed’s recent statement and press conference and why the Treasury market is interpreting Chairman Powell’s comments as supportive of several rate cuts in 2024.
In this episode of The Portfolio Fix, Marco Bravo highlights AAM's 2024 economic growth forecast and why we think the Fed will not cut as much as market consensus. Garrett Dungee describes why the Technology sector remai
In this episode of The Portfolio Fix, Marco Bravo describes why Fed policy and continued labor strength is behind the recent volatility in the Treasury market. Elizabeth Henderson explains the secular changes taking plac
In this episode of The Portfolio Fix, Marco Bravo talks about what is behind the economy’s resiliency and why the Treasury curve is likely to remain elevated for the next year. Andy Bohlin explains what is behind the wea
In this episode of The Portfolio Fix, Elizabeth Henderson reviews the recent Moody's Corporate Credit roundtable in which she participated. She highlights the resilient investment grade and high yield markets but points
In this episode of The Portfolio Fix, Tim Senechalle explains why recent improved inflation data may not mean an imminent return to a normal Treasury Curve. Andy Bohlin follows with an update on the Auto sector, one of t
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 p
In this episode of The Portfolio Fix, AAM's CIO Reed Nuttall and the sector heads of each of our asset classes provide our expectations for 2023. We discuss our views on the U.S. economy along with each of the fixed inco
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
In the latest episode of The Portfolio Fix, Marco Bravo makes sense of a confusing jobs report from December 2nd, 2022 and the likely impact on future Fed rate actions. Garrett Dungee outlines the coming accounting chang
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The Portfolio Fix with AAM is hosted by AAM. The show is categorised under business (investing) and has published 60 episodes.
The Portfolio Fix with AAM has published 60 episodes.
The Portfolio Fix with AAM regularly covers business, investing, management. It sits in the business category, with a investing focus.
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