The AI build quietly rewriting credit markets

What happens when the race to build AI infrastructure meets the realities of credit markets?

Andrzej Skiba, Head of BlueBay U.S. Fixed Income at RBC GAM, breaks it down in this week's episode.

The AI buildout is reshaping how credit markets work.Debt issuance is climbing as companies finance the expansion.In-depth credit underwriting is what separates the strongest opportunities from the rest.

When capital needs surge and equity issuance doesn't keep pace, debt markets carry the load-and that's exactly what's playing out right now. It's a moment that rewards careful, selective thinking.