The Portfolio Fix with AAM
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/.
Podcasting since 2019 • 59 episodes
The Portfolio Fix with AAM
Latest Episodes
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 t...
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17:35
AAM Talks CMLs with Affinius Capital
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 in property types, borr...
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13:43
AAM talks High Yield with Muzinich & Co.
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, return expecta...
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20:42
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 ...
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26:18
Artificial Intelligence and the Energy Sector
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, are joined by Pat McGe...
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20:40