AAM Insights

At AAM, our thought leadership is designed to inform and empower insurance investors. Through deep sector knowledge and disciplined research, we share perspectives on the trends shaping fixed income markets—helping clients stay ahead of change and understand the forces behind portfolio decisions.

AAM Core Bond & Beyond: 4th Quarter Performance, Themes, & Outlook

Tim Senechalle, CFA

Marco Bravo, CFA

Elizabeth Henderson, CFA

Featured Insights

Bondholder Beware: The New Era of LNG Project Financing

Patrick McGeever

AI’s Disruptive Impact on the Utility Industry

Utility Bill Inflation is Back: Balancing Growth, Reliability and Affordability in the AI Era

Where Risk Meets Reward: Exploring the Efficient Frontier for Insurance Companies

Kevin Adams, CFA, Peter Wirtala, CFA

Insight Topics

Investment Accounting & Regulatory

Federal Reserve Update: Kevin Warsh Nominated as Next Fed Chair

January 30, 2026

Broad Fixed Income

AAM Core Bond & Beyond: 4th Quarter Performance, Themes, & Outlook

January 29, 2026

Investment Accounting & Regulatory

NAIC’s Updated Grid and Bond Designations: What Insurers Need to Know

January 20, 2026

Broad Fixed Income

Headline-Driven Uncertainty: How Geopolitics, Tariffs, and Affordability are Restraining U.S. Growth

January 13, 2026

Broad Fixed Income

You Can Check Out Any Time You Like… But Can the GSEs Ever Leave?

January 12, 2026

Broad Fixed Income, Commercial Mortgage Loans, Convertible Bonds, Corporate Credit, Equity, High Yield, Municipal Bonds, Private Credit, Structured Products

Beyond the Hat Trick: Positioning for Another Score in 2026

January 7, 2026

Broad Fixed Income, Corporate Credit, Municipal Bonds, Structured Products

AAM’s December Fixed Income Recap

January 5, 2026

Broad Fixed Income

AAM’s 2026 Fixed Income Outlook

December 18, 2025

Investment Grade Corporate Bonds, Private Credit

Meeting in the Middle: How Banks Are Repositioning in the Private-Credit Ecosystem

December 15, 2025