M&A in the Rail Sector May Present Opportunities

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 5-10-2021. Any timely data or views should be considered as of this date unless otherwise specified.

Episode Host: Patrick McGeever - Senior Corporate Credit Analyst
Economic Update Provided By: Marco Bravo, CFA - Senior Portfolio Manager
Rail Sector Outlook Provided By: Michael Ashley - Senior Corporate Credit Analyst

Sources: Blue Chip Forecasts, Bureau of Labor Statistics, Company Reports, Bloomberg Barclays Index, Sustainalytics 

For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.