Tech
UBS’ Laud Sees Underpriced Risk in AI's ‘Web of Debt’
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 risk that markets are dangerously underestimating. “To me, it is the web of debt across
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