MIND THE GAP
Weighing higher bond yields against influx of AI debt
Investors will have to look beyond balance sheets
Add BT as a preferred source
[SINGAPORE] Until recently, the artificial intelligence narrative has consumed the equity market. But now, AI is pursuing the bond market, where debt financing among hyperscalers and companies involved in the AI infrastructure build-out is surging.
This raises challenges for investors, particularly those who invest in fixed income as an anchor in portfolios.
The big question is: Will the debt pipeline become a structural feature of credit markets?
