A number of leading credit investors, including DoubleLine Capital and Oaktree Capital Management, are taking a cautious stance toward the rapid expansion of AI–linked borrowing, according to a report by Bloomberg.
The move comes as concerns grow that today’s infrastructure buildout could evolve into a future credit correction. Acco
The firms are selectively deploying capital into debt instruments they believe could remain resilient even if the AI investment cycle ultimately turns down.
At a rec...
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