In this episode of The Portfolio Fix, Marco Bravo digests the recent inflationary data and explains why AAM expects the Fed to continue to tighten at each of its remaining meetings in 2022. Mike Ashley follows with details on why the Environmental Services Industry can provide a port in the storm for our fixed income clients.
Episode Host: Patrick McGeever – Senior Corporate Analyst
Inflation Section: Marco Bravo – Senior Portfolio Manager
Environmental Services Industry Forecast: Mike Ashley – Senior Analyst & Co-Head of Investment Grade Strategy
Sources: Bureau of Economic Analysis and company reports
This episode of The Portfolio Fix was recorded on May 27, 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statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.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.
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/