November 30, 2025 08:00 AM GMT Cross-Asset Brief M Global Idea How Worried Should We Be About AI Valuations? Key Debates in Under 5 Minutes – November 2025 Don't have a lot of time? Here are some brief thoughts on a few key cross-asset debates we've had with investors in November on our out-of-consensus calls. 1) How worried should we be about AI valuations? We think valuations can stay supported 2) What is the impact of AI capex-related issuance on credit? We expect a less supportive technical environment, ...