What’s Causing Treasury Yields to Spike and the Implications of Re-entering the Paris Agreement
March 1, 2021
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 Analyst
Economic Update Provided By: Marco Bravo, CFA – Senior Portfolio Manager
Sources: Bloomberg, the Institute of Supply Management, Blue Chip Forecasts, the Environmental Protection Agency and the Energy Information Agency
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