In this report on mortgage lending and settlements across Australia, Deloitte partners and industry leaders share insights on how to adapt to the volatile environment, how to leverage the opportunities, and how to reduce the threats.
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
