UBS boosts 2026 tech bond issuance forecast on rising AI capital spending
UBS raised its 2026 tech bond forecast to 360 billion dollars as AI spending climbs. The bank cut its loan outlook citing potential disruption from the tech.
Insights:
UBS Group AG has significantly revised its 2026 debt-market forecasts, raising its outlook for technology bond issuance while slashing expectations for leveraged loans. The Switzerland 
CH-based bank now projects US 
US investment-grade technology bond issuance to reach $360 billion, up from a previous estimate of $300 billion. Conversely, the forecast for the U.S. leveraged loans market has been lowered to $360 billion from $450 billion, citing the potential for artificial intelligence-related disruption to curb supply.
CH-based bank now projects US US investment-grade technology bond issuance to reach $360 billion, up from a previous estimate of $300 billion. Conversely, the forecast for the U.S. leveraged loans market has been lowered to $360 billion from $450 billion, citing the potential for artificial intelligence-related disruption to curb supply.
