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Interview

GoldenTree’s Steven Tananbaum on AI’s impact on the credit markets

  • The acceleration of AI's economic impact is difficult to anticipate, while a potential deceleration could necessitate a downward reassessment of economic growth assumptions.
  • A slowdown in AI progress is identified as the primary concern regarding the technology's future market impact.
  • The investment grade market may offer superior risk-adjusted opportunities, contingent on specific alignments with prevailing market conditions.