About this episode

The episode discusses the impact of AI-related bond issuance on credit markets and explores investment opportunities in traditional sectors and high yield.

Following transformative AI-related bond issuance, what has been the impact of this fundraising on the structure and dynamics of credit markets? In this podcast, Aleksandar Devic, Fixed Income Strategist, joins host Julien Lafargue, Chief Market Strategist, to discuss the latest developments in credit markets. Away from AI, where is the relative value in more traditional sectors? Are there any opportunities at the long end of the investment grade curve? And where is the most value in high yield?

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