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.
Chapter Markers are provided below and will display in apps that support chapter markers.
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
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
For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.