AAM forecasts future Fed actions and describes how the Insurance Industry is successfully navigating this environment

In this episode of The Portfolio Fix, Marco Bravo explains quantitative tightening and why several 50bps interest rate hikes by the Fed seem likely in 2022.  Additionally, Garrett Dungee explains how the insurance industry is successfully managing the volatile interest rate environment and why insurance providers are optimistic for the remainder of the year.  

Episode Host: Patrick McGeever - Senior Corporate Analyst

Fed Section:  Marco Bravo – Senior Portfolio Manager

Forecast:  Garrett Dungee -  Senior Fixed Income Credit Analyst

Sources: The Federal Reserve, Bloomberg, Blue Chip Economics, Marsh, LIMRA Secure Retirement Institute

This episode of The Portfolio Fix was recorded on April 8th, 2022.   Any timely data or views should be considered as of this date unless otherwise specified.

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statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.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.

Recommendations are that of AAM and subject to change should market conditions warrant. This material is for informational purposes only and does not constitute any advice or a recommendation to purchase any securities or other financial instruments, and may not be construed as such. 

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