The Portfolio Fix with AAM

Breaking down the inflationary environment and finding safety in Environmental Services

May 31, 2022 AAM
The Portfolio Fix with AAM
Breaking down the inflationary environment and finding safety in Environmental Services
Show Notes

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 Section:  Marco Bravo – Senior Portfolio Manager

Environmental Services Industry Forecast:  Mike Ashley -  Senior Analyst & Co-Head of Investment Grade Strategy

Sources: Bureau of Economic Analysis and company reports

This episode of The Portfolio Fix was recorded on May 27, 2022.   Any timely data or views should be considered as of this date unless otherwise specified.

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