Why bond yields are rising and what the AI investment boom has to do with it

This podcast is for professional advisers only. In this episode of Wisdom Shared, Charlie Parker, Head of Albemarle Street Partners, and CIO Fahad Hassan discuss why government bond yields are rising, and what the AI investment boom has to do with it. They explore the forces reshaping global bond markets as governments compete with technology giants for investors’ capital, including the borrowing required for AI infrastructure, potential crowding-out effects on government and corporate debt, and the longer-term credit risks of today’s investment boom. They also consider the sustainability of the AI spending cycle and how investors can navigate potential volatility and defaults while remaining positioned for continued earnings growth.

This episode was recorded on 03 September 2026.

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