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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