In this episode of The Portfolio Fix, Marco Bravo analyzes the recent GDP release and how inflation and the Fed’s tapering decision is influencing rates.  Elizabeth Henderson provides details on why Sustainalytics is a useful tool for clients facing ESG-related challenges in their investments and portfolios.

Episode Host: Patrick McGeever – Senior Corporate Analyst
Economic Update:  Marco Bravo, CFA – Senior Portfolio Manager
Participant:  Elizabeth Henderson – Director of Corporate Credit

 Sources: Bureau of Economic Analysis, Sustainalytics

This episode of The Portfolio Fix was recorded on November 2, 2021. Any timely data or views should be considered as of this date unless otherwise specified.

Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This  material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements  that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein.

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/

In the latest episode of the The Portfolio Fix, Marco Bravo discusses what the latest Employment and Inflation Reports mean for economic growth and interest rates.  Patrick McGeever provides details behind the recent rally in energy prices along with an introduction into a potentially large market for energy companies seeking to reduce carbon emissions.

Episode Host and Energy Section Expert: Patrick McGeever – Senior Corporate Analyst
Energy Section Host:  Andy Bohlin – Senior Fixed Income Credit AnalystEconomic Update:  Marco Bravo, CFA – Senior Portfolio Manager  

This episode of The Portfolio Fix was recorded on 10-13-2021. Any timely data or views should be considered as of this date unless otherwise specified.

Sources: Bureau of Labor Statistics, ExxonMobil, Occidental Petroleum and Morgan Stanley

Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This  material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements  that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein.

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/

Marco Bravo provides AAM’s interpretation of the recent FOMC meeting, the outlook for the pace of tapering and AAM’s view of GDP, inflation and yields.  Andy Bohlin describes why the utility sector plays a key role in addressing carbon emission targets, the nuances of ESG assessments, the trends in green bond issuance from the Utility sector and the competing objectives in the industry.   

Episode Host: Patrick McGeever – Senior Corporate Credit Analyst
Participants:  Andy Bohlin – Senior Fixed Income Credit Analyst Marco Bravo, CFA – Senior Portfolio Manager  

Sources: Federal Reserve Board, Blue Chip Economic Indicators and Sustainalytics.

Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements  that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein.

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/

It’s the 30th anniversary of the AAM/Zazove relationship!  The CEO’s of AAM and Zazove Associates discuss how the 30-year partnership between the two firms developed, how the convertible bond market has evolved over that time and why the partnership continues to benefit our insurance clients.

This episode of The Portfolio Fix was recorded on 9-21-2021.  Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Senior Corporate Credit Analyst
Participants:  John Schaefer –  Chairman & CEO – AAM
Gene Pretti – CEO & CIO – Zazove Associates, LLC

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/

Please reach out to Zazove at clientrelations@zazove.com for important performance information and disclosures that are imperative to this podcast. 

Past performance is not indicative of future results. Investing involves many risks including the possibility of losses.

In this episode of The Portfolio Fix with AAM, Elizabeth Henderson, Dan Byrnes and Pete Wirtala address the key ESG issues affecting insurance companies and detail the solutions that AAM provides.  Also, Marco Bravo offers his takeaways from Fed Chairman Powell’s Jackson Hole speech.

This episode of The Portfolio Fix was recorded on 8-30-2021. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Senior Corporate Credit Analyst
Participants:  Elizabeth Henderson – Director of Corporate Credit
Dan Byrnes – Senior Portfolio Manager
Marco Bravo – Senior Portfolio Manager
Peter Wirtala – Insurance Strategist

Sources: The Federal Reserve Board and The National Association of Insurance Commissioners.

For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/

This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.

This episode of The Portfolio Fix was recorded on 5-10-2021. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever – Senior Corporate Credit Analyst
Economic Update Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Rail Sector Outlook Provided By: Michael Ashley – Senior Corporate Credit Analyst

Sources: Blue Chip Forecasts, Bureau of Labor Statistics, Company Reports, Bloomberg Barclays Index, Sustainalytics 

For more information and a list of full disclosures please visit https://aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.