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Artificial Intelligence

Should bond markets fear an AI bubble?
5 Nov 2025 TwentyFour Blog

Should bond markets fear an AI bubble?

There is an emerging sense of unease in the markets around the scale and productivity of corporate investments in AI. As fixed income investors, not equity or tech managers, we will not aim to assess the longevity or possible applications of these nascent technologies, and nor should we opine on when or by how much equity markets might go up or down.
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AI investment boom hits the bond market
25 Sep 2025 TwentyFour Blog

AI investment boom hits the bond market

Oracle priced an $18bn six-tranche (5yr/7yr/10yr/20yr/30yr/40yr) bond deal which was increased from an initial $15bn on the back of exceptionally strong demand. It is the latest sign that the AI investment boom, long the focus of equity markets, is now spilling into credit.
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