The Portfolio Fix with AAM

In this episode of The Portfolio Fix, Marco Bravo details why AAM expects inflation to remain above consensus expectations for the remainder of the year.  He also details how the Fed is likely to respond, why growth will be challenged and how the markets are reacting.  Andy Bohlin also describes why Utility bills are contributing to inflation and why the sector faces challenges it hasn't had...

In this episode of The Portfolio Fix, Marco Bravo digests the recent inflationary data and explains why AAM expects the Fed to continue to tighten at each of its remaining meetings in 2022.  Mike Ashley follows with details on why the Environmental Services Industry can provide a port in the storm for our fixed income clients. Episode Host: Patrick McGeever - Senior Corporate Analyst Inflation Sec...

In this episode of The Portfolio Fix, Marco Bravo explains quantitative tightening and why several 50bps interest rate hikes by the Fed seem likely in 2022.  Additionally, Garrett Dungee explains how the insurance industry is successfully managing the volatile interest rate environment and why insurance providers are optimistic for the remainder of the year.   Episode Host: Patrick McGeever - Seni...

In this episode of The Portfolio Fix, Marco Bravo interprets today's 25 basis point interest rate hike by the Fed and the comments from  Chairman Powell.  Patrick McGeever also describes how  oil prices are expected to effect economic growth and why he is recommending we reduce exposure to energy bonds. Episode Host: Patrick McGeever - Senior Corporate Analyst Fed Section:  Marco Bravo – Seni...

In this episode of The Portfolio Fix, Marco Bravo discusses what the Fed Pivot may mean for monetary policy and interest rates and Mike Ashley describes why the health of the consumer should lead to strong results for Retailers this holiday season. Episode Host: Patrick McGeever - Senior Corporate Analyst Fed Section:  Marco Bravo – Senior Portfolio Manager Consumer Health Forecast:  Michael Ashle...

In this episode of The Portfolio Fix, Marco Bravo details how the recent inflation data is feeding into consumer sentiment.  Additionally, Mohammed Ahmed details the structured product options available to investors seeking ESG solutions. Episode Host: Patrick McGeever - Senior Corporate Analyst Participant:  Mohamed Ahmed - Senior Analyst - Structured Products Economic Update:  Marco Bravo, CFA -...

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 Bra...

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: Patr...

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...

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 cons...

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 th...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...

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 t...