Marco Bravo provides AAM’s interpretation of the recent FOMC meeting, the outlook for the pace of tapering and AAM’s view of GDP, inflation and yields. Andy Bohlin describes why the utility sector plays a key role in addressing carbon emission targets, the nuances of ESG assessments, the trends in green bond issuance from the Utility sector and the competing objectives in the industry.
Episode Host: Patrick McGeever – Senior Corporate Credit Analyst
Participants: Andy Bohlin – Senior Fixed Income Credit Analyst Marco Bravo, CFA – Senior Portfolio Manager
Sources: Federal Reserve Board, Blue Chip Economic Indicators and Sustainalytics.
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