AMI Asset Management Investment Perspective Episode #15 -...

Q: How long is this episode of AMI Asset Management Investment Perspective?

This episode is 28 minutes long.

Q: When was this AMI Asset Management Investment Perspective episode published?

This episode was published on February 21, 2025.

Q: Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

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.

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