In this episode of The Portfolio Fix, AAM’s CIO Reed Nuttall speaks with each of the asset class sector heads about their expectations for 2024.

  • Introduction – Reed Nuttall, Chief Investment Officer
  • 1:10 – Marco Bravo, Senior Portfolio Manager: Discussion of the economy in 2023 and AAM’s economic outlook for 2024
  • 6:25 – Elizabeth Henderson, Director of Corporate Credit: Conversation about AAM’s 2024 outlook for the corporate credit sector
  • 11:35 – Scott Edwards, Director of Structured Products: Discussion of the Structured Product sector
  • 17:40 – Patryk Carwinski, Portfolio Manager: Performance in the High Yield sector
  • 21:20 – Peter Wirtala, Insurance Strategist: Discussion of AAM’s view of Equities
  • 28:00 – Tim Senechalle, Senior Portfolio Manager: Discussion of the Convertible Bond market
  • 34:40 – Reed Nuttall, CIO (for Greg Bell, Director of Municipal Bonds): Discusses AAM’s view of the Municipal Bond sector


Sources:  Consensus Estimate from Blue Chip Financial Forecasts (Jan. 2023), Bureau of Economic Analysis, Bureau of Labor Statistics, J.P. Morgan,  Bloomberg US Corporate High Yield Bond Index, Credit Suisse Leveraged Loan Total Return Index, Muzinich & Co.,  BofA Global Research, ICE Data Indices, LLC and Bloomberg.

This episode was recorded on 2/16/24

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

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