The Portfolio Fix with AAM

AAM's 2021 Outlook: A Shot in the Arm

February 01, 2021 AAM Season 2 Episode 9
The Portfolio Fix with AAM
AAM's 2021 Outlook: A Shot in the Arm
Show Notes

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 1-28-2021. 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

01:33 - Market Outlook – Reed Nuttall, CFA | Chief Investment Officer

07:40 - Economic Outlook – Marco Bravo, CFA | Senior Portfolio Manager

14:07 - Corporate Credit – Elizabeth Henderson, CFA | Director of Corporate Credit

20:37 - Structured Products – Scott Edwards, CFA | Director of Structured Products

27:26 - Municipal Market – Gregory Bell, CFA, CPA | Director of Municipal Bonds

33:55 - High Yield – Scott Skowronski, CFA | Senior Portfolio Manager

39:54 - Convertibles – Tim Senechalle, CFA | Senior Portfolio Manager

Sources: Bloomberg Barclays, Bloomberg, Bureau of Economic Analysis, Federal Reserve, Refinitiv Thomson Municipal Market Data, Muzinich, ICE BofA Indices, Credit Suisse Leveraged Loan Index, JP Morgan

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