AAM - Insurance Investment Management

Director of Structured Products, Scott Edwards, offers a 2025 outlook, highlighting strong opportunities across key sectors like CMBS, ABS, and CLOs. With tightening spreads and solid demand, structured products remain an attractive alternative to other risk assets. Click below to read the full report and discover how these opportunities can enhance your portfolio in 2025. https://lnkd.in/g2drgje2 #StructuredProducts #2025Outlook #MarketOutlook

AAM provides its outlook for the 2025 Investment Grade Corporate market, and the expectations are mixed, with OAS expected in the 80-100 bps range. Modest returns are anticipated, but 'BBB' credits may outperform higher-rated bonds. Predicted key opportunities are in Financials and Industrials, while M&A activity is expected to rise, particularly in Media, Energy, and Banks. Security selection will be crucial to navigating these dynamics. Click below to access the full outlook. https://lnkd.in/gh3Cg9hG #InvestmentGrade #FixedIncome #Outlook

Leah Savageau, CFA explores the potential implications of the upcoming Trump administration on the U.S. banking industry, focusing on three key areas: Basel III endgame, private credit growth, and bank mergers. As deregulation may take center stage, changes to capital requirements could boost bank profitability and shift the balance in the credit market. Read the full report to understand how these shifts may impact the sector in the coming years. https://lnkd.in/gEPbK_Dz #BankingIndustry #FinancialRegulation #TrumpAdministration

AAM’s Director of Municipal Bonds, Gregory Bell, CPA, CFA, provides a mixed outlook for the 2025 municipal market. While taxable munis can offer defensive value, the tax-exempt sector faces challenges from higher issuance and potential tax reforms. With stable state revenues and market technicals, 2025 may still present opportunities. Click now for the full outlook. https://lnkd.in/gHGPMg9M #MunicipalBonds #2025Outlook #MunicipalMarket

Despite averted recession, completed elections, and controlled inflation, factors like weather and the holiday calendar will still influence consumer spending this season. AAM's Mike Ashley offers a comprehensive outlook on what to expect this year. Click now for the full update! https://lnkd.in/g-DyPsHT #HolidaySeason #MarketTrends #ConsumerSpending

With the Fed no longer purchasing Agency MBS, spreads have widened, creating an attractive opportunity for investors. Michael McLaughlin, CFA and Mohammed Zameer Ahmed explain how AAM is focusing on current coupon MBS and select Agency CMBS, which can offer stronger yield potential and lower prepayment risk for client portfolios. Read the full breakdown by clicking the link below. https://lnkd.in/gEUgxAr3 #InvestmentOpportunities #AgencyMBS #PortfolioManagement

We’re excited to announce that AAM has been named a Best Place to Work in Money Management for the 8th consecutive year! This recognition is a testament to the dedication, passion, and excellence of our team. We want to thank our incredible staff, clients, and partners for their continued support in making this achievement possible. Here's to many more years of success and growth! To view the full list of the 2024 Pensions & Investments Best Places to Work in Money Management winners and profiles of the top 100 firms, visit: https://lnkd.in/gsg5_HpJ The ‘Best Places to Work in Money Management’ accolade does not represent a statement of any advisory client and does not describe any experience with or endorsement of AAM as an investment adviser by any such client. #BestPlaceToWork #MoneyManagement #Teamwork

Senior Portfolio Manager Kevin Adams, CFA explains the fundamentals of private credit, its potential benefits for investors and the associated risks. Learn why private credit can be an attractive investment opportunity and how to navigate its complexities. Click below to read the full summary. https://lnkd.in/gG6jnqZi #PrivateCredit #InvestmentStrategy #PortfolioManagement

Yesterday, our team had the privilege of volunteering at PAWS Chicago, a leading no-kill animal shelter committed to improving the lives of homeless pets and reducing pet overpopulation. Our volunteers participated in a variety of tasks, including cleaning, organizing supplies for the animal care center, and spending quality time socializing with the animals.   PAWS Chicago’s comprehensive approach to animal welfare—ranging from rescue operations to medical care and adoption services—has made a significant impact in our community. We are proud to support their mission and contribute to their efforts in creating a better future for animals in need.   Thank you to our dedicated volunteers for their time and efforts in making a difference. We look forward to future opportunities to support this incredible organization.   For more information about PAWS Chicago, visit their website here: https://lnkd.in/g6zXSm3 #Volunteering #PAWSChicago

AAM provides an update on investment-grade fixed income for November. Explore the latest insights on corporate performance, market technicals, structured products, municipal bonds, and more. What's inside: Corporates continued their strong performance, Agency MBS outperformed, and tax-exempt munis demonstrated solid results. Click now for more. https://lnkd.in/gu6brEfN #November #FixedIncome #Update