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M&G launches private credit LTAF investing in real assets debt incm.pub/3VKKnlA

European ETFs and ETCs surpass 2025 totals with €37.1bn September inflow incm.pub/3VGkxzg

Seraphim Space Investment Trust puts another $23m into Skylo Technologies incm.pub/4hOEwTG

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Friday Briefing: This income is anything but fixed incm.pub/4zO7GKf

𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐖𝐞𝐞𝐤 𝐈𝐐: Could AI’s funding race push Treasury yields higher? incm.pub/4j9syXb">

New debt competes with government bonds for investor demand.

New AI capex bonds are the latest development in a saturated arms race to raise funding in fixed income markets. Governments have also been issuing more debt since the COVID-19 pandemic prompted large-scale fiscal support in early 2020.

As companies rush to fund their AI-related spending: this new debt is now seeking to compete with government bonds for investor demand.

This should help to increase yields on high-quality government bonds as a result of heavy supply. Bonds carrying greater credit risk, including hyperscaler and data-centre debt, could also see wider credit spreads, pushing their all-in yields higher.

Read the full analysis from T. Rowe Price's industry experts today.

Read more 👉 incm.pub/4jehJDk

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