WeWork Bust Shows Hazards of Love; China Chips War

WeWork Bust Shows Hazards of Love; China Chip...

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AI Blitz and US Borrowing Binge Are Disrupting Debt Benchmarks

A borrowing boom among technology companies and governments is upending debt indexes, raising questions about their relevance to investors. “We’re actually starting to think about whether managing versus a benchmark makes a whole heap of sense,” Ross Pamphilon, Impax Asset Manage ...  Show more

Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says Seelaus

Mom-and-pop investors are buying hyperscaler debt after a selloff that has hit bonds with long maturities particularly hard, according to R. Seelaus & Co. “You’re just seeing absolute yields in long Meta paper, or a household name, that retail is starting to find really attractiv ...  Show more

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