Jenny Johnson, CEO of Franklin Templeton, recommends short-duration bonds issued by the largest technology companies as a way to gain exposure to artificial intelligence development. She notes that hyperscalers have issued over $500 billion in debt in 2026 to fund their infrastructure, with a preference for short-dated securities that offer a better risk-reward balance given the rapid pace of technological change. Strong cash flows and solid balance sheets from these companies underpin this thesis. The executive remains cautious on the broader economic impact of AI, noting that expected productivity gains have not yet materialized across traditional industries.
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