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AI risk in real assets
Video

How AI Risk Can Follow Investors Into Real Assets

Key Takeaways AI can remain useful while some investments in it disappoint. Feldman separates a data center earning less than expected...

Treasury yields
Article

Why Falling Treasury Yields Don’t Always Mean Cheaper Corporate Debt

When Treasury yields fall, it sounds like good news for companies that need to borrow. The government is paying less to...

Article

Why Rising Rents May Not Protect Commercial Property Returns

A building can collect more rent and still leave its owner with less money. The extra income may be absorbed by...

Behind the AI buildout
Article

If AI Demand Disappoints, Who Bears the Data-Center Debt?

Behind the hype of artificial intelligence sits a massive web of debt, long-term leases and equipment loans. The money goes out...

Article

Macro Bites – Binance Reports $6.3 Billion Hack, Suspends Deposits and Withdrawals

Binance has suffered the largest cryptocurrency hack in history, with an estimated $6.3B in digital assets compromised. The massive security breach...

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