The AI buildout meets the 5% world

Podcast: Market take · BlackRock

Opublikowano: 2026-09-21

An accelerating AI buildout and elevated government borrowing needs are intensifying competition for capital. Vivek Paul, Global Head of Portfolio Strategy at the BlackRock Investment Institute, explains why that could keep borrowing costs elevated. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the...