AI’s $5 Trillion Data-Center Boom Will Dip Into Every Debt Market, JPMorgan Says
The furious push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade…
Are you underweight the asset class driving the best performing portfolios in the world? – Stephanie Gardner
Every few years, markets remind investors that diversification isn’t a static formula. When traditional assets become highly correlated,…
Japan’s $132 Billion Borrowing Binge Reshapes Global Credit
The end of an era of essentially free money in Japan, a flurry of dealmaking and the AI…
Shutdown Stalls SEC Work on Private Credit in Retirement Plans
The month-long government shutdown is delaying the Securities and Exchange Commission’s work to make it easier for 401(k)…
Is a Private Credit Crisis Brewing? Tricolor, First Brands Shake Wall Street
The business model of Tricolor Holdings didn’t sound especially stable to begin with. The auto lender, based in…
China AI Push Led by DeepSeek Threatens US Rally, Australian Pension Fund Warns
Cheaper artificial intelligence tools from China threaten to trigger a sudden sell-off in US tech giants betting on…
Treasuries Are Falling on Progress in US-China Trade Talks
Optimism the US and China are nearing a trade deal is prompting investors to sell Treasuries as demand…
Ontario’s $100 Billion Pension Dismisses Entire Asia Buyout Team
Ontario Municipal Employees Retirement System is cutting its Asia buyout team, marking the latest change in the pension…
Phoenix in Asset Manager Tie-Up Talks to Boost Pension Deals
Phoenix Group Holdings Plc is in talks to partner with an alternative asset manager for its UK pension…
Could the Collapse of Tricolor Trigger a Stock Market Crash?
The recent collapse of U.S. car-finance firm Tricolor Holdings and auto-parts supplier First Brands has triggered serious alarm bells…
UK Explores Private Credit Stress Tests as Risk Worries Grow
The Bank of England has begun industry outreach about stress testing the private credit market, as Governor Andrew…
How bankers have learned to operate outside the rules in the murky world of private credit
Boom and bust. Fear and greed. For all the intelligence, real and artificial, that drives our lives, when…