The Portfolio Fix with AAM
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. For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.
The Portfolio Fix with AAM
AAM Analyzes the recent Employment & Inflation Reports and Discusses What's Behind the Rally in Energy Prices
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AAM
In the latest episode of the The Portfolio Fix, Marco Bravo discusses what the latest Employment and Inflation Reports mean for economic growth and interest rates. Patrick McGeever provides details behind the recent rally in energy prices along with an introduction into a potentially large market for energy companies seeking to reduce carbon emissions.
Episode Host and Energy Section Expert: Patrick McGeever - Senior Corporate Analyst
Energy Section Host: Andy Bohlin - Senior Fixed Income Credit Analyst
Economic Update: Marco Bravo, CFA - Senior Portfolio Manager
Episode Host and Energy Section Expert: Patrick McGeever - Senior Corporate Analyst
Energy Section Host: Andy Bohlin - Senior Fixed Income Credit Analyst
Economic Update: Marco Bravo, CFA - Senior Portfolio Manager
This episode of The Portfolio Fix was recorded on 10-13-2021. Any timely data or views should be considered as of this date unless otherwise specified.
Sources: Bureau of Labor Statistics, ExxonMobil, Occidental Petroleum and Morgan Stanley
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/
Sources: Bureau of Labor Statistics, ExxonMobil, Occidental Petroleum and Morgan Stanley
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/