AMI Asset Management Investment Perspective Episode #15 - 2/21/2025

This week's discussion covers economic challenges in the consumer and industrial sectors, highlighting issues like tariffs, deregulation, and supply chain disruptions. AMI's investment team discusses the impact of M&A activity on companies, with a focus on consumer goods, while also emphasizing the effects of geopolitical tensions and government spending on the manufacturing and services sectors. The conversation concludes with concerns over rising interest costs for leveraged companies and their impact on the fixed income market, amidst broader economic uncertainty.