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.
"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. He dives into the big macro drivers shaping the landscape—from a hawkish Fed stance at Jackson Hole to the sustainability of historic AI capital expenditures driving strong earnings growth.
14 Aug 2026
Market Momentum Holds While AI & Valuation Risks Move to Center Stage
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 the month and the outlook going forward.
15 Jul 2026
Defying Headwinds: The Bull Market Nobody Saw Coming
We are pleased to present this five-minute podcast featuring Ian Venzon, Assistant Vice President at Pence Capital Management (PCM), highlighting how markets have continued to perform strongly despite economic and geopolitical headwinds. KEY TAKEAWAYS: Despite a challenging backdrop, the S&P 500 Index reached record highs in the first half of 2026, with broad-based gains across global markets.Through June, the S&P 500 gained more than 8% as earnings expectations rose over 20%, suppor...
7 Jul 2026
Growing Importance of Separating AI Winners and Losers
John Gomez, President and Co-founder of Brentview Investment Management, joins the latest Access to Alpha Podcast to discuss the similarities between 2025 and early 2026 markets and why stock selection, particularly in AI-related companies, is becoming increasingly important.
3 Jun 2026
Today’s Fixed Income Challenges and Opportunities
As fixed income investors reassess their portfolio allocations, Erin Spalsbury, Head of Investment Grade at Insight Investment highlights her expectations both near-term and into 2027: Volatility likely to remain elevated given the number of macro uncertainties Federal Reserve expected to remain on hold near term, with potential cuts later in the year or into 2027 dependent upon the impact and duration of high energy pricesHigher-for-longer rates supportive of intermediate fixed income o...
14 Apr 2026
Current State of the U.S. Economy & the Dominant Driver Behind Strong Earnings Expectations
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 to upward pressure on global oil prices. Despite this, the US economy has become less sensitive to oil shocks over time.Consumer spending on gasoline has steadily declined, which is muting traditional fuel demand despite periods of price volatility.The dominant dri...
16 Mar 2026
Access to Alpha Podcast | Gene Peroni on Market Corrections, Sector Strength & What Comes Next
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 Key Takeaways: Investors ought to focus on longer-term trends, as opposed to often short-lived, event-triggered corrections.Since October 2025, many traditional cyclicals began leading while Technology corrected … until recently. Gene views the recent p...
10 Mar 2026
What’s Ahead for Fixed Income in 2026?
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 and long-term value.
3 Dec 2025
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.
8 Oct 2025
Todd Asset Management: Powerful Diversifiers in International and Value
On this episode, Jack White, Senior Portfolio Manager and Partner at Todd Asset Management provides some macro market thoughts on why international and value investing makes sense today.
26 Sept 2025
Brentview Investment Management: A Shifting Dividend Landscape
John Gomez, President, Brentview Investment Management recaps the shifting dividend landscape and where he sees opportunity in today’s markets.
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