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UBS Asset Management's Sonja Laud says AI boom has shifted to a debt-driven balance-sheet story

Sonja Laud, co-head of investments and real assets at UBS Asset Management, says the AI investment boom has shifted from an equity story to a balance-sheet story driven by debt, creating an interconnected 'web of debt' whose risks she sees as underpriced.

Read the full story at Bloomberg AI ↗

Timeline · 1 report

  1. 2026-11-11 10:15 · Bloomberg AI
    UBS’ Laud Sees Underpriced Risk in AI's ‘Web of Debt’

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