Asset Class Reports

Tech takes over: how AI capex is reshaping credit markets

By January/February 2026 (Magazine)

Smart phone and AI

Source: Photo: aerps-com, UnSplash

Cash-rich issuers are rushing to the IG market to finance AI-related expenditure. But with spreads at tight levels, markets will be closely watching earning statements and balance sheets 

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands
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