Amanda Lynam

“As the pace of issuance has increased, differentiation factors around construction risk, coverage of principal or refinancing risk, and claim to tenant have become increasingly important,”

Amanda Lynam · said date not stated · reported 2026-10-19

Amanda Lynam wrote in a note that differentiation factors have become increasingly important as AI-related bond issuance has increased.

“Additional considerations around power availability, permitting, and insurance all advocate for a bottom-up approach to investing in the asset class.”

Amanda Lynam · said date not stated · reported 2026-10-19

Amanda Lynam wrote in a note advocating a bottom-up approach to investing in AI-related credit assets.