Tag: Wealth management

AIBusinessTechnology

Morgan Stanley CIO Warns AI Debt Financing Signals Weakening Tech Bull Market

Morgan Stanley’s Chief Investment Officer Lisa Shalett suggests that massive debt-financed AI projects like Meta’s Louisiana data center signal increasing market complexity. The shift from cash to off-balance-sheet financing creates pressure for returns and potential market corrections.

Shift to Debt Financing Raises Concerns

Morgan Stanley’s Chief Investment Officer for Wealth Management, Lisa Shalett, has indicated that Meta’s $30 billion debt-financed AI data center project in Louisiana represents a significant shift in how technology companies are funding artificial intelligence development, according to Fortune reports. Sources suggest this departure from traditional cash-based financing signals that “the landscape has suddenly gotten a lot, lot, lot more complicated” for tech stocks moving forward.

by Darren Holt
BusinessInnovationStartups

Ultra-Wealthy Families Shift Billions From Startups to Private Credit and Real Estate

Family offices managing over $215 billion are pivoting from high-risk venture investments toward private credit and real estate. According to new research, early-stage startup funding has dramatically declined as wealthy families prioritize liquidity and stable returns in uncertain markets.

Major Portfolio Shift Among Wealthiest Families

North America’s wealthiest families are quietly reallocating billions of dollars from early-stage startup investments toward private credit and real estate, according to the North America Family Office Report 2025. The comprehensive study, produced by Campden Wealth and RBC Wealth Management, reveals a significant strategic pivot toward stability and predictable returns amid market volatility.

by Darren Holt