Nuveen

As the AI borrowing spree keeps accelerating, the spillover effect is playing a growing role by taxing the market's ability to absorb so much debt.

The overlooked segment offers a premium over AAAs backed by significant subordination, the firm says.

Several homebuilders and apartment developers are expanding into single-family rental space that was previously the domain of small mom-and-pop investors.

Investors should consider alternatives such as private credit as they search for positive yield in a world of low or negative interest rates, according to asset manager Nuveen LLC.