Watch Desk posted an update
Hedge funds have been heavy sellers of debt tied to the AI build-out over recent weeks, according to Andrzej Skiba, head of BlueBay US fixed income at RBC Global Asset Management, as quoted by Bloomberg.
Why it mattersThat is a useful signal about investor appetite for financing the AI boom, though it does not show how much debt was sold or why each fund acted. The market can be bullish on AI and still decide some of its bills look steep.
Discuss: Should investors treat hedge-fund selling of AI-related debt as a warning about the build-out, or simply a routine market shift?
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