We are pleased to introduce The Investment Intelligence Podcast, where experts discuss all things investing, from recent market developments, to strategy, sustainable investing, asset allocation, risk management and more.
23 Years of Industry Experience |
San Diego, California
Mr. Kass is a portfolio manager and managing director with Allianz Global Investors, which he joined in 2000. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. In 2003, Mr. Kass was promoted to portfolio management and began handling day-to-day portfolio manager responsibilities for the firm’s US Convertible strategy in 2005. He is also a lead portfolio manager for the firm’s Income & Growth strategy since its inception in 2007. In addition to management responsibility for institutional clients, Mr. Kass is responsible for managing multiple closed-end and open-end mutual funds. Previous to joining the firm, Mr. Kass interned on the Income and Growth Strategies team, adding significant depth to its proprietary Upgrade Alert Model. Mr. Kass has a B.S. from the University of California, Davis, and an M.B.A. from the UCLA Anderson School of Management. He is a CFA charterholder.
Listen to Income and Growth senior portfolio manager Justin Kass discuss how a new $1.9 trillion round of stimulus, a steep rise in US long-term rates, and an ongoing debate about the future of inflation may impact financial assets, particularly US equities, high yield, and convertible bonds. Also: Justin talks about what’s next in the M&A arena and convertibles issuance.
Listen to senior portfolio manager Justin Kass discuss how the market for convertible bonds has experienced increased activity during the Covid-19 pandemic, and how that translates into new opportunities for investors. Also: Justin reviews the outlook for convertibles and discusses how investors can consider taking advantage of the asset class’ asymmetric risk/return profile.