Marco Bravo provides AAM’s interpretation of the recent FOMC meeting, the outlook for the pace of tapering and AAM’s view of GDP, inflation and yields. Andy Bohlin describes why the utility sector plays a key role in addressing carbon emission targets, the nuances of ESG assessments, the trends in green bond issuance from the Utility sector and the competing objectives in the industry.
Episode Host: Patrick McGeever - Senior Corporate Credit Analyst
Participants: Andy Bohlin - Senior Fixed Income Credit Analyst
Marco Bravo, CFA - Senior Portfolio Manager
Sources: Federal Reserve Board, Blue Chip Economic Indicators and Sustainalytics.
Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein.
For more information and a list of full disclosures please visit the disclaimers section at the bottom of the webpage: http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/