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 9-22-2020. Any timely data or views should be considered as of this date unless otherwise specified.
Episode Host and Sector Update Provided By: Patrick McGeever - Corporate Credit Senior Analyst
Economic Review Provided By: Marco Bravo, CFA - Senior Portfolio Manager
Sources: Energy Information Agency and OPEC (as of 9/21/2020), Federal Reserve, U.S. Census Bureau (as of 8/31/20), U.S. Bureau of Economic Analysis, University of Michigan Consumer Sentiment Index (as of 9/18/20), National Association of Realtors, and National Association of Home Builders (as of 8/31/20).
For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.