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Rockefeller CIO Jimmy Chang says AI capex boom reshapes growth, rates outlook on Bloomberg podcast

PUBT·09/25/2026 19:23:32
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Rockefeller CIO Jimmy Chang says AI capex boom reshapes growth, rates outlook on Bloomberg podcast
  • 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: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Rockefeller Capital Management published the original content used to generate this news brief on September 25, 2026, and is solely responsible for the information contained therein.