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Access to Alpha

Access to Alpha

Von: Advisors Asset Management Inc.
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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.

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  • "The Investor's Guide to Election-Year Headlines": featuring Pence Capital Management

    "The Investor's Guide to Election-Year Headlines": featuring Pence Capital Management
    Oct 21 2026

    Ian Venzon with Pence Capital Management recaps why the 2026 midterms may create political noise, but unless they materially change the outlook for earnings or AI investment, investors are likely better served by staying focused on fundamentals rather than election results.
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    5 Min.
  • Winning Streak or Warning Sign?": featuring Sawgrass Asset Management

    Winning Streak or Warning Sign?": featuring Sawgrass Asset Management
    Oct 12 2026

    The S&P 500 managed to post another quarterly gain, but investors may be wondering if the market is really playing its best game. Portfolio Manager Anthony Brooks examines why large-cap technology did most of the heavy lifting, why higher rates and tougher questions around AI are raising the stakes, and why strong earnings may not be enough to keep the market’s winning streak alive.
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    4 Min.
  • "August Markets Advance on Strong Earnings, Software Rebound, & Energy Strength": featuring Sawgrass Asset Management

    "August Markets Advance on Strong Earnings, Software Rebound, & Energy Strength": featuring Sawgrass Asset Management
    Sep 9 2026

    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.
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    6 Min.
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