Data center spending has become such a force that it’s no longer simply a tech story—it’s headline news. But how protected are investors from dotcom-style setbacks?
The defense sector is undergoing a structural realignment, catalyzed by geopolitical volatility, technological disruption, and shifting transatlantic security dynamics.
Despite recent bankruptcy headlines causing jitters in private credit markets, most corporate balance sheets remain healthy. But we need to talk about some of this messy lending.