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Business & Finance

UBS’ Laud Sees Underpriced Risk in AI's ‘Web of Debt’ (Video)

Bloomberg Technology Wednesday 11 November 2026, 10:15 UTC 1 min read
Key Points

Nov 11th, 2026 UBS’ Laud Sees Underpriced Risk in AI's ‘Web of Debt’ Sonja Laud, co-head of investments and real assets at UBS Asset Management, says the AI investment boom has shifted from an equity story to a balance-sheet story driven by debt, creating an interconnected web of risk that markets are dangerously underestimating. “To me, it is the web of debt across public-private debt and equity, which I think we need to be very mindful that we might not quite see the returns on these...

Nov 11th, 2026 UBS’ Laud Sees Underpriced Risk in AI's ‘Web of Debt’ Sonja Laud, co-head of investments and real assets at UBS Asset Management, says the AI investment boom has shifted from an equity story to a balance-sheet story driven by debt, creating an interconnected web of risk that markets are dangerously underestimating. “To me, it is the web of debt across public-private debt and equity, which I think we need to be very mindful that we might not quite see the returns on these investments that we anticipated,” Laud said in an interview on Bloomberg Television.
UBS (ORG) UBS Asset Management (ORG) AI (ORG) Bloomberg Television (ORG)
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