The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)
Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.
PIMCO 1st Oct 2026
Market view: Picture this: in today’s credit markets, the real risks lurk in the shadows
Market moves mask a divergent picture of risk exposure. Ninety One’s Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.<...
Ninety One 30th Apr 2026
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