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 focus on trends in property types, borrower preferences, and the impact of market conditions. The conversation covers the challenges facing the office market post-COVID and provides insights into future predictions for commercial real estate investments—particularly in the con...
May 5
33 min
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...
Mar 31, 2025
17 min
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, borrower preferences, and the impact of market conditions. The conversation covers the challenges facing the office market post-COVID and provides insights into future predictions for commercial real estate investments—particularly in the context of insuran...
Mar 5, 2025
13 min
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 expectations for 2025, and the potential impact of evolving policies. They also compare high yield bonds and bank loans, along with exploring issuance trends and the key metrics that could shape returns in the high yield market. This episode was recorded on February 26...
Feb 27, 2025
20 min
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 fiscal pressures, policy shifts, and global instability. Tune in for a well-rounded look at the road ahead. Click here for our written outlook This episode was recorded on January 28, 2025. Any timely data or views should be considered as of this dat...
Jan 29, 2025
26 min
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 McGeever, Senior Fixed Income Credit Analyst, covering the energy sector. Hear what Pat has to say about the challenges facing energy investors in today's market and listen until the end for Pat's insight into expectations for this year's Chicago Bears. Th...
Sep 5, 2024
20 min
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 discuss their expectations for the rest of the year. Is a recession forthcoming? What action do they anticipate from the Fed? Marco shares his perspective on potential Federal Reserve interest rate cuts, suggesting a September start but less aggressive than futures markets predict....
Aug 7, 2024
15 min
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 analysis and recommendations of investment grade Basic Industries, Auto and Utility credits. He joins the podcast to talk about utilities and to specifically discuss how AI impacts seemingly unrelated credits along with his take on Nebraska Football. This podcast was recorded Jun...
Jun 14, 2024
21 min
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...
May 22, 2024
22 min
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 Officer1:10 - Marco Bravo, Senior Portfolio Manager: Discussion of the economy in 2023 and AAM’s economic outlook for 20246:25 - Elizabeth Henderson, Director of Corporate Credit: Conversation about AAM’s 2024 outlook for the corporate credit sector11:35 - Scott Edwards, Director of Structured Products:...
Feb 17, 2024
37 min
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