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.
This episode of The Portfolio Fix was recorded on 2-4-2020. Any timely data or views should be considered as of this date unless otherwise specified.
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Episode Host: Patrick McGeever - Corporate Credit Senior Analyst
00:00:36 - Economic Outlook – Marco Bravo, CFA | Senior Portfolio Manager
00:09:55 - Market Outlook – Reed Nuttall, CFA | Chief Investment Officer
00:13:38 - Corporate Credit – Elizabeth Henderson, CFA | Director of Corporate Credit
00:21:57 - Structured Products – Scott Edwards, CFA | Director of Structured Products
00:33:25 - Municipal Market – Gregory Bell, CFA, CPA | Director of Municipal Bonds
00:41:00 - High Yield – Scott Skowronski, CFA | Senior Portfolio Manager
00:47:28 - Convertibles – Tim Senechalle, CFA | Senior Portfolio Manager
For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.