The Portfolio Fix with AAM

In this episode of The Portfolio Fix with AAM, Elizabeth Henderson, Dan Byrnes and Pete Wirtala address the key ESG issues affecting insurance companies and detail the solutions that AAM provides.  Also, Marco Bravo offers his takeaways from Fed Chairman Powell’s Jackson Hole speech.This episode of The Portfolio Fix was recorded on 8-30-2021. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Senior Corporate Credit AnalystParticipants:  Elizabeth Henderson - Director of Corporate CreditDan Byrnes - Senior Portfolio ManagerMarco Bravo - Senior Portfolio ManagerPeter Wirtala - Insurance StrategistSources: The Federal Reserve Board and The National Association of Insurance Commissioners.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/

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 AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerRail Sector Outlook Provided By: Michael Ashley - Senior Corporate Credit AnalystSources: 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/.

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 4-28-2021. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Senior Corporate Credit AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerCMBS Market Outlook Provided By: Mohammed Ahmed - Structured Products AnalystSources: Conference Board, the Federal Reserve, Real Capital Analytics, IntexFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 4-19-2021. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Senior Corporate Credit AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerElectric Vehicle Developments Provided By: Andy Bohlin - Senior Corporate Credit AnalystSources: Bloomberg, the Bureau of Labor Statistics, Wards Automotive and Company ReportsFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 3-25-2021. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Senior Corporate Credit AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerConvertible Bonds Update Provided By: Gene Pretti - Chief Executive Officer and Chief Investment Officer of Zazove AssociatesSources: Federal Reserve Board, Bloomberg, the U.S. Census Bureau, and the National Association of Homebuilders. For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 3-1-2021. Any timely data or views should be considered as of this date unless otherwise specified.Paris Agreement Implications Provided By: Patrick McGeever - Senior Corporate Credit AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerSources: Bloomberg, the Institute of Supply Management, Blue Chip Forecasts, the Environmental Protection Agency and the Energy Information AgencyFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.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 Analyst01:33 - Market Outlook – Reed Nuttall, CFA | Chief Investment Officer07:40 - Economic Outlook – Marco Bravo, CFA | Senior Portfolio Manager14:07 - Corporate Credit – Elizabeth Henderson, CFA | Director of Corporate Credit20:37 - Structured Products – Scott Edwards, CFA | Director of Structured Products27:26 - Municipal Market – Gregory Bell, CFA, CPA | Director of Municipal Bonds33:55 - High Yield – Scott Skowronski, CFA | Senior Portfolio Manager39:54 - Convertibles – Tim Senechalle, CFA | Senior Portfolio ManagerSources: Bloomberg Barclays, Bloomberg, Bureau of Economic Analysis, Federal Reserve, Refinitiv Thomson Municipal Market Data, Muzinich, ICE BofA Indices, Credit Suisse Leveraged Loan Index, JP MorganFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 11-24-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Senior Corporate Credit AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerHoliday Shopping Outlook Provided By: Michael Ashley - Senior Corporate Credit AnalystSources: U.S. Census Bureau, Federal Reserve, Mortgage Bankers Association, Conference Board and company reportsFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 10-30-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Update Provided By: Marco Bravo, CFA - Senior Portfolio ManagerZazove Convertible Market Assessment Provided By: Gene Pretti - Chief Executive Officer and Chief Investment Officer at Zazove AssociatesSources: Bureau of Labor Statistics, Bureau of Economic Analysis, Institute for Supply Management, Conference Board, Bloomberg, Barclays, Blue Chip Financial ForecastsFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 10-22-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystFixed Income Market Review Provided By: Reed Nuttall, CFA - Chief Investment OfficerSource: Federal Reserve Board, Bloomberg BarclaysAny performance results discussed are gross of investment management fees, unless stated otherwise. Gross of fees performance results do not reflect the deduction of investment advisory fees; as such, client’s returns will be reduced by the investment advisory fees and other expenses. Broad-based securities indices are unmanaged and are not subject to fees and expenses  typically associated with managed accounts or investment funds. The Bloomberg Barclays US Aggregate Bond Index is a broad-based benchmark that measure the investment grade, U.S. dollar denominated, fixed rate taxable bond market. The index includes Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass-throughs), ABS and CMBS (agency and non-agency). Investment advisory fees are described in Form ADV Part 2. Income from coupons in included in Core return results. Please inquire for a schedule that illustrates the effect of management fees on a portfolio that obtains consistent returns at the specified annual rate, while incurring management fees at the beginning of each quarter equal to one-fourth of the annual fee.For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 10-6-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host and Sector Update Provided By: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerCandidate Healthcare Summary Provided By: Garrett Dungee, CFA - Corporate Credit AnalystSources: Bureau of Labor Statistics, Bureau of Economic Analysis, Institute for Supply Management, Conference Board, RealClear Politics, Predict It, KFF.For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 9-22-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host and Sector Update Provided By: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerSources: Energy Information Agency and OPEC (as of 9/21/2020), Federal Reserve, U.S. Census Bureau (as of 8/31/20), U.S. Bureau of Economic Analysis, University of Michigan Consumer Sentiment Index (as of 9/18/20), National Association of Realtors, and National Association of Home Builders (as of 8/31/20).For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 9-1-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerCorporate Credit Update Provided By: Tim Senechalle, CFA - Senior Portfolio ManagerFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 7-24-2020. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerCorporate Credit Update Provided By: Elizabeth Henderson, CFA - Director of Corporate CreditSources: Bloomberg Barclays Index, AAM as of 6/30/2020. Lazard Global Healthcare Leaders Study July 2020. July Blue Chip Forecasts.For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 2-4-2020. 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 Analyst00:00:36 - Economic Outlook – Marco Bravo, CFA | Senior Portfolio Manager00:09:55 - Market Outlook – Reed Nuttall, CFA | Chief Investment Officer00:13:38 - Corporate Credit – Elizabeth Henderson, CFA | Director of Corporate Credit00:21:57 - Structured Products – Scott Edwards, CFA | Director of Structured Products00:33:25 - Municipal Market – Gregory Bell, CFA, CPA | Director of Municipal Bonds00:41:00 - High Yield – Scott Skowronski, CFA | Senior Portfolio Manager00:47:28 - Convertibles – Tim Senechalle, CFA | Senior Portfolio ManagerFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 12-9-2019. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerRetail Sector Outlook Provided By: N. Sebastian Bacchus, CFA - Corporate Credit Senior AnalystFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 11-26-2019. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerRetail Sector Outlook Provided By: Michael Ashley - Corporate Credit Senior AnalystFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 11-04-2019. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerConvertible Bond Market Update Provided By:  Dan Weinberg, CFA - Portfolio Manager at Zazove Associates, LLC and by Tim Senechalle, CFA, Senior Portfolio Manager at AAMFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This episode of The Portfolio Fix was recorded on 10-28-2019. Any timely data or views should be considered as of this date unless otherwise specified.Episode Host: Patrick McGeever - Corporate Credit Senior AnalystEconomic Review Provided By: Marco Bravo, CFA - Senior Portfolio ManagerCMBS Sector Review & Outlook Provided By: Mohammed Ahmed - Structured Products AnalystFor more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-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.This special webinar episode of The Portfolio Fix was recorded on 10-22-2019. Any timely data or views should be considered as of this date unless otherwise specified.For more information and a list of full disclosures please visit http://www.aamcompany.com/the-portfolio-fix-a-podcast-with-aam/.