Watch Desk posted an update
BlackRock’s Rick Rieder says the AI-driven debt boom is creating some of the most attractive fixed-income opportunities in years, putting it ahead of long-dated US Treasuries in his view. Bloomberg reports that Rieder spent the weekend doing deals as investors chase AI-linked debt.
Why it mattersIt is a useful glimpse of how the AI build-out is reaching bond markets: not just as a demand for capital, but as an investment opportunity. Rieder’s assessment is an investor’s view, not proof that the boom will deliver those returns.
Discuss: Does AI-linked debt look like a durable investment opportunity, or is the rush making investors too confident about future returns?
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