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 - Senior Corporate Analyst
Fed Section: Marco Bravo – Senior Portfolio Manager
Forecast: Garrett Dungee - Senior Fixed Income Credit Analyst
Sources: The Federal Reserve, Bloomberg, Blue Chip Economics, Marsh, LIMRA Secure Retirement Institute
This episode of The Portfolio Fix was recorded on April 8th, 2022. Any timely data or views should be considered as of this date unless otherwise specified.
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