Columbia Threadneedle Scans AI Debt Rush for Alpha Opportunity
Impossibile aggiungere al carrello
Rimozione dalla Lista desideri non riuscita.
Non è stato possibile aggiungere il titolo alla Libreria
Non è stato possibile seguire il Podcast
Esecuzione del comando Non seguire più non riuscita
Columbia Threadneedle Scans AI Debt Rush for Alpha Opportunity
-
Letto da:
-
Di:
Columbia Threadneedle is looking to outperform by buying into the flood of debt from companies building artificial intelligence infrastructure. “It’s really the best place to try to find some volatility and some alpha opportunities here, as long as you can remain nimble,” Tom Murphy, the $715 billion manager’s head of investment-grade credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “If we start to see all of this investment turn into cash flow, it could really be tremendous,” he says. They also discuss fundamental and technical credit market indicators, the September issuance rush and relative value in financial sector bonds.
See omnystudio.com/listener for privacy information.