How the AI Debt Supercycle Is Reshaping Credit Markets

About this episode

The episode discusses the impact of AI-related bond issuance on credit markets and fixed-income investing.

AI-related bond issuance is surging, reshaping the opportunity set for fixed-income investors. In addition to robust U.S. growth, constrained inflation, and an attractive opportunities beyond the U.S., investors must also navigate greater tail risks, more complex financing structures, and rising political uncertainty around AI and energy use. On this episode of Disruptive Forces, host Anu Rajakumar sits down with Ashok Bhatia, Neuberger's Chief Investment Officer and Global Head of Fixed Income, to unpack the AI financing boom and its implications for bond markets. Together, they discuss the surge in hyperscaler issuance, evolving structures, and how Neuberger's own investment teams are using AI to enhance research, portfolio construction, and day-to-day decision-making. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category…

People in this episode

Host: Anu Rajakumar

Guest: Ashok Bhatia

Topics covered

• AI debt supercycle
• credit markets
• bond issuance
• fixed-income investing
• political uncertainty
• AI financing boom

Keywords

• AI
• debt supercycle
• credit markets
• bond issuance
• fixed-income
• investment strategies
• political uncertainty

Mentioned in this episode

Organizations: Neuberger Berman

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