In this week’s Macro Matters, Mike Willans and Bimal Patel, CFA Patel unpack the recent wobble in the AI trade. They explore why big tech is turning to equity markets, what rising bond yields mean for AI project payback periods, and why even hyperscalers are talking about token rationing as LLM bills explode.
Despite short‑term volatility and questions over funding, they argue the fundamental case for AI and data centre investment remains strong. Listen to this week’s episode in full.
The above video is intended as a general review of investment market conditions. It does not constitute investment advice and has not been prepared on the financial needs or objectives of any particular person. It is intended for the use of institutional and other professional investors.