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The Portfolio Fix with AAM

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. For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.
Episodes
A Narrow Path - AAM's 2023 Fixed Income OutlookJanuary 30, 2023
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More Rate Hikes and Weaker Growth in 2023 Should Lead to a Weaker Retail Industry December 15, 2022
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Breaking Down the New Long Duration Targeted Improvement PolicyDecember 05, 2022
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Rate Hikes in the U.S. and Elevated Natural Gas Prices in Europe Likely Curtail GrowthNovember 18, 2022
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Top Down or Bottom Up Approach Lead to the Same Gloomy Economic Outlook for 2023October 19, 2022
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Reducing Corporate Exposure and Adding Mortgages Following Latest Fed HikeSeptember 23, 2022
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Warning Signs Indicate Wider Corporate SpreadsSeptember 02, 2022
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AAM Analyzes the Treasury Curve and Provides an Update on the Convertible Bond MarketAugust 14, 2022
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How Inflation and Fed Policy Are Affecting Economic Growth and MarketsJuly 22, 2022
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Breaking down the inflationary environment and finding safety in Environmental ServicesMay 31, 2022
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AAM forecasts future Fed actions and describes how the Insurance Industry is successfully navigating this environmentApril 09, 2022
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AAM's View of the 25bps Fed Rate Hike and how Energy Influences Economic ConditionsMarch 16, 2022
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AAM Analyzes the Fed Pivot and the Health of the ConsumerDecember 10, 2021
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Inflation and Its Effect on Consumer Sentiment; Structured Product Solutions for ESG NeedsNovember 16, 2021
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AAM Analyzes Economic Growth and Details How Sustainalytics Can Provide ESG Solutions November 02, 2021
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AAM Analyzes the recent Employment & Inflation Reports and Discusses What's Behind the Rally in Energy PricesOctober 13, 2021
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Multi-Topic Episode: AAM’s Interpretation of the FOMC Meeting/How the Utility Sector Plays a Critical Role in Carbon Reduction/Nuances of ESG AssessmentSeptember 28, 2021
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AAM & Zazove - After 30 Yrs Together Our Insurance Clients Continue to Benefit from Converts.September 23, 2021
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The Portfolio Fix with AAM – What is ESG? Why it's important for insurance companies and the solutions AAM provides.August 31, 2021
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M&A in the Rail Sector May Present OpportunitiesMay 11, 2021
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How the CMBS Market is Responding to Covid-Related ChallengesApril 28, 2021
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An Update on the Rapidly Developing World of Electric VehiclesApril 20, 2021
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An Update and Outlook on Convertible BondsMarch 29, 2021
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What’s Causing Treasury Yields to Spike and the Implications of Re-entering the Paris AgreementMarch 03, 2021
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AAM's 2021 Outlook: A Shot in the ArmFebruary 01, 2021
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