Navigating the AI data centre boom and energy crunch
Continued investor appetite for risk assets, ongoing global oil supply disruption and record credit issuance tied to AI-driven data centre expansion are creating new dynamics across today’s credit markets.
As capital continues flowing into infrastructure and energy-intensive sectors, active management and disciplined credit selection remain critical in navigating evolving market conditions.
The Pender Alternative Absolute Return Fund is designed for this environment. With a flexible, high yield–focused approach, the strategy seeks to generate positive returns across market cycles while maintaining a low-risk profile. Its low correlation to traditional equity and fixed income makes it a potential source of diversification when portfolio outcomes are becoming more uncertain.
In this webinar, we’ll explore:
- How AI data center expansion is influencing credit markets
- The impact of energy demand and oil supply disruption
- What record credit issuance could mean for investors
- Where opportunities are emerging across corporate credit
- Why flexibility and active management matter in today’s environment
Save your spot
On June 10, Justin Jacobsen, Portfolio Manager, will walk through how he is navigating today’s evolving credit landscape -- identifying opportunities while maintaining a focus on capital preservation and consistent returns.
