‘Things Are Going to Get Crazier’: AI Debt Deluge Recalls 2007 Risks
Massive borrowing by artificial intelligence companies — some of it to fund their own customers — risks inflating a technology-sector bubble, according to Seaport Research Partners. “Things are going to get crazier,” Jay Goldberg, the firm’s senior analyst for semiconductors and electronics, tells …
Columbia Threadneedle Scans AI Debt Rush for Alpha Opportunity
Columbia Threadneedle is looking to outperform by buying into the flood of debt from companies building artificial intelligence infrastructure. “It’s really the best place to try to find some volatility and some alpha opportunities here, as long as you can remain nimble,” Tom Murphy, the $715 billi…
Westmeath Photographer Ringside For Katie Taylor's Final Fight
A Westmeath man says he became emotional after being invited into Katie Taylor's inner sanctum moments before her retirement fight on Saturday.
Award winning photographer James Crombie was in Taylor's dressing room in the minutes building up to her fight against Flora Pili in Croke Park.
The Rahu…
Week 36 - Monday
Reaction to Katie Taylor’s historic retirement fight at Croke Park, with her photographer James Crombie reflecting on the occasion alongside author Louise Coghlan.
Thousands of tents and pieces of camping equipment can be abandoned after festivals, with Electric Picnic sustainability campaigner Pip…
Hedge Fund Andromeda Warns of ‘Titanic’ Debt Disaster as Yields Soar
High global government yields are a growing threat to corporate debt markets, according to London-based hedge fund Andromeda Capital Management. “You either have to let long-term yields go up — and with that you can cause a credit crunch, especially with all the AI borrowing that’s happened — or yo…
Lumen’s CFO Looks Ahead After ‘Moonshot’ Debt Deal That Worked
Lumen Technologies is reducing leverage and reinventing itself as an AI play after completing one of the biggest-ever out-of-court debt restructurings. “We had to keep as many winners as possible if we were going to be able to pull this off,” Chris Stansbury, the company’s president and chief finan…
Kirkland & Ellis Sees More Distressed Lenders Flipping Company Boards
More private investors in distressed companies are looking to replace directors and take control, according to Kirkland & Ellis. “It’s a very important remedy — it candidly drives a lot of negotiation when things are distressed,” H.T. Flanagan, a debt finance partner at the law firm, tells Bloomber…
Blackstone Is Predicting a Big Surge in Quant Credit Investing
Blackstone is looking to more than double its $40 billion systematic credit business, which uses models to crunch data and build portfolios. “This can and should be a $100 billion business if you look at us compared to other large traditional discretionary fixed-income managers,” Adam Dwinells, Bla…
Ask Me Anything: Sports Photographer
For this week’s Ask Me Anything, James Crombie, Press and Sports Photographer joins Andrea to answer any of your questions about his career!
Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says Seelaus
Mom-and-pop investors are buying hyperscaler debt after a selloff that has hit bonds with long maturities particularly hard, according to R. Seelaus & Co. “You’re just seeing absolute yields in long Meta paper, or a household name, that retail is starting to find really attractive,” Annie Seelaus, …
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