Access to Alpha
Welcome to the Access to Alpha podcast series from Advisors Asset Management where we provide exclusive market insights and timely commentary from our portfolio managers and strategic partners.
Episodes
11 episodes
"August Markets Advance on Strong Earnings, Software Rebound, & Energy Strength": featuring Sawgrass Asset Management
Liridon Gila, Portfolio Manager, breaks down August’s S&P 500 rally and the rotation away from semiconductor concentration toward the quality factor and enterprise software...
"Market Momentum Holds While AI & Valuation Risks Move to Center Stage": featuring Sawgrass Asset Management
Equity markets took pause in July as investor concerns about AI spending and the eventual path of interest rates left investors more uncertain about the continued pace of gains. Marc Davis, CFA discusses the factors that drove market action in ...
"Defying Headwinds: The Bull Market Nobody Saw Coming": featuring Pence Capital Management
We are pleased to present this five-minute podcast featuring Ian Venzon, Assistant Vice President at Pence Capital Management (PCM), highlighting how m...
"Growing Importance of Separating AI Winners and Losers": featuring Brentview Investment Management
John Gomez, President and Co-founder of Brentview Investment Management, joins the latest Access to Alpha Podcast to disc...
"Today’s Fixed Income Challenges and Opportunities": featuring Insight Investment
As fixed income investors reassess their portfolio allocations, Erin Spalsbury, Head of Investment Grade at Insight Investment
"Current State of the U.S. Economy & the Dominant Driver Behind Strong Earnings Expectations": featuring Pence Capital Management
Ian Venzon, AVP at Pence Capital Management explores the economic implications of recent developments in Iran and offers his expectations for the U.S. markets. Escalating geopolitical tensions involving Iran have contributed t...
"Market Corrections, Sector Strength & What Comes Next": featuring Peroni Portfolio Advisors
With markets reacting to the onset of the Iran war, we invited Gene Peroni of Peroni Portfolio Advisors to the Access to Alpha podcast series where he put today’s volatility in perspective and offered his thoughts on what may lie ahead.3...
"What’s Ahead for Fixed Income in 2026?": featuring Insight Investment
We invite you to listen to Erin Spalsbury, Head of Investment Grade at Insight Investment, as she shares her expectations for 2026 and select areas worth watching. In short, Insight is focused on managing risk while seeking consistent income an...
Insight Investment: Fixed Income Opportunities Remain
In this episode, Erin Spalsbury, Head of Investment Grade at Insight Investment provided a brief overview of the fixed income markets and detailed areas of potential opportunity.