Credit Edge: AI Bond Blitz Upends Investor Benchmarks (Podcast)
A borrowing boom among technology companies and governments is upending debt indexes, raising questions about their relevance to investors. “We’re actually starting to think about whether managing versus a benchmark...
By Mariam Traore · Bloomberg
A borrowing boom among technology companies and governments is upending debt indexes, raising questions about their relevance to investors. “We’re actually starting to think about whether managing versus a benchmark makes a whole heap of sense,” Ross Pamphilon, Impax Asset Management’s fixed income chief investment officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “You’re going to end up owning a lot of US Treasuries if you’