The Credit Market Lens: Where to Seek Diversification From the AI Investment Theme
Advisors with client credit exposure tied to AI-related issuance get a manager's framing of where else in credit markets diversification might be sought. The published description is brief, so the note reflects only the headline framing of the episode.
Summary
By the markets & outlook deskAn episode of PIMCO's Credit Market Lens video series that discusses growing AI-related borrowing and where investors might look for diversification away from that theme. The description names securitized credit and emerging markets as the areas the discussion covers.
- AI-related borrowing is described as growing
- Securitized credit and emerging markets are cited as possible sources of diversification from the AI investment theme
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