Rockefeller CIO Jimmy Chang says AI capex boom reshapes growth, rates outlook on Bloomberg podcast
Bitget2026/09/25 19:23- Rockefeller CIO Jimmy Chang told Bloomberg’s FICC Focus podcast an AI-driven capital spending boom is reshaping markets.
- Chang flagged implications for economic growth, inflation, interest rates.
- He pointed to fixed-income opportunities as yields moved higher.
- Chang emphasized diversification, disciplined portfolio management.
- He highlighted long-term themes tied to rising power and energy demand.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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