What the AI investment boom means for bonds | Market Week in Review

What the AI investment boom means for bonds | Market Week in Review

Description: In this Market Week in Review (MWIR), Russell Investments’ Co-Head of Global Fixed Income Riti Samanta examines what the AI investment boom means for bond markets, including its potential impact on real interest rates, U.S. Treasury yields and corporate credit. Key takeaways: - Treasury yields rise amid shifting views on policy, inflation and growth - AI investment may lift real rates, but Treasury crowding-out evidence remains limited - Strong fundamentals and demand s...

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Episoder(12)

Federal Reserve rate hike: One and done?

Federal Reserve rate hike: One and done?

In this Market Week in Review (MWIR), Russell Investments’ Director and Senior Portfolio Manager Alex Cousley examines the Federal Reserve’s latest interest-rate hike and what it could mean for U.S. m...

18 Sep 5min

There’s more behind the rise in Treasury yields

There’s more behind the rise in Treasury yields

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is pos...

11 Sep 5min

What’s driving the rise in global bond yields?

What’s driving the rise in global bond yields?

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is pos...

4 Sep 6min

More signs of growth across AI and Europe

More signs of growth across AI and Europe

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is pos...

28 Aug 4min

Policy signals shape the rates outlook

Policy signals shape the rates outlook

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is pos...

24 Aug 5min

Strong earnings, softer inflation, happier markets

Strong earnings, softer inflation, happier markets

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is pos...

14 Aug 2min

AI borrowing reshapes the bond market

AI borrowing reshapes the bond market

Disclosures These views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page. Investing involves risk and principal loss is pos...

7 Aug 5min

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