What the AI investment boom means for bonds | Market Week in Review

Podcast: Viewpoint by Russell Investments · Russell Investments

Opublikowano: 2026-09-25

Description: In this Market Week in Review (MWIR), Russell Investments’ Co-Head of Global Fixed Income Riti Samanta examines what the AI investment boom means for bond markets, including its potential impact on real interest rates, U.S. Treasury yields and corporate credit. Key takeaways: - Treasury yields rise amid shifting views on policy, inflation and growth - AI investment may lift real rates, but Treasury crowding-out evidence remains limited - Strong fundamentals and demand support rising AI-related credit issuance Questions answered: What does the AI investment boom...