AI | UBS's Sonja Laud Says Markets Underestimate Debt Risks in AI Boom

Sonja Laud, co-head of investments and real assets at UBS Asset Management, said the AI investment boom has shifted from an equity story to a balance-sheet story driven by debt, according to Bloomberg. Laud said interconnected risks across public and private debt and equity may be underestimated, and investors may not see the returns they anticipated from these investments.