256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
From The Bid by BlackRock
April 2, 2026 · 18 min · Episode 256
About this episode
This episode discusses how artificial intelligence is reshaping bond markets and fixed income investing with insights from Jeff Rosenberg of BlackRock Systematic.
AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking the role bonds play in portfolios. In this episode of The Bid , host Oscar Pulido speaks with Jeff Rosenberg, Senior Fixed Income Portfolio Manager at BlackRock Systematic, about how AI and bond markets are evolving together. They explore how the rise of artificial intelligence is driving a new wave of capital investment, influencing real interest rates, and increasing debt issuance as companies finance AI infrastructure through bond markets. The conversation also examines how AI and bond markets intersect at the investment level. Rosenberg explains how advances in machine learning and generative AI are enhancing systematic investing, improving tools like sentiment analysis, and enabling deeper insights across thousands of issuers, central banks, and global markets. Finally, they discuss how modernization in fixed income — including electronic trading and the growth of bond ETFs — is transforming liquidity…
People in this episode
Host: Oscar Pulido
Guest: Jeff Rosenberg
Topics covered
- AI in finance
- bond markets
- fixed income investing
- capital investment
- machine learning
- liquidity
- price discovery
Keywords
- artificial intelligence
- bond markets
- fixed income
- capital demand
- debt issuance
- machine learning
- systematic investing
- liquidity
- price discovery
- investment strategies
Mentioned in this episode
Organizations: BlackRock, BlackRock Systematic
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