3 articles filed under this tag.
Asset Management
Wall Street is racing to add private equity to 401(k) plans while Vanguard's 14 August framework sets most savers' allocation at zero. An evidence-based look at the fees, liquidity and valuation risks reshaping the $13.8tn US retirement market.
Markets
The AI build-out has quietly become a debt story. Hyperscaler bond issuance is up roughly 970% this year, an estimated $1.65tn sits off balance sheet, and investment-grade credit is starting to feel the strain.
Markets
Meta's $12.55bn data-centre bond priced near 7.5% this week as investors began to balk at the record wall of AI debt. Why the financing of the AI build-out — not the technology — is now the market's central question.
