Macro Finance
New Tech Issuance Repricing Existing Debt: Rosner
Bloomberg Markets·September 24, 2026·1 min read
Lindsay Rosner of Goldman Sachs and Milwood Hobbs of Oaktree Capital said the deluge of new AI-related debt is seeing higher costs, leading investors to reposition portfolios. On Bloomberg Real Yield, they discussed how this new issuance is repricing existing debt, pressuring spreads and prompting a shift in multi-sector fixed income strategies.
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