In this report, Lincoln notes the significant deterioration in the health of the Australian sharemarket and the resulting opportunities created for long-term investors. ÂÂ
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Investment
How high-yield credit investors are playing the AI megatrend
While usually seen as the domain of equity investors, T. Rowe Price portfolio manager and vice president Mike Della Vedova says high-yield bonds are emerging as a unique exposure to megatrends like artificial intelligence and GLP-1 drugs. Large-cap stocks like Nvidia may provide the “picks and shovels” to the AI gold rush, but smaller companies with sub-investment grade credit profiles are providing the handles and heads, he says.
Aleks VickovichOctober 9, 2024
