"The rapid increase in bond issuance by artificial intelligence and hyperscaler companies will require strong vigilance around investment choices, according to fund firm Man Group . "Public market credit investors in the AI space face an uncomfortable asymmetry: they bear meaningful exposure to execution risk and buildout delays, yet receive none of the equity upside if the boom plays out as bulls expect," strategists at Man Group said in an outlook for the second half of 2026. "That mispricing of risk is coiling a spring: the greater the enthusiasm today, the more violent the eventual correction is likely to be.""
"The rapid increase in bond issuance by artificial intelligence and hyperscaler companies will require strong vigilance around investment choices, according to fund firm Man Group . "Public market credit investors in the AI space face an uncomfortable asymmetry: they bear meaningful exposure to execution risk and buildout delays, yet receive none of the equity upside if the boom plays out as bulls expect," strategists at Man Group said in an outlook for the second half of 2026. "That mispricing of risk is coiling a spring: the greater the enthusiasm today, the more violent the eventual correction is likely to be.""