Colby Stilson
Co-portfolio manager at Brown Advisory focused on bonds, explaining why big tech firms are issuing corporate bonds to fund AI infrastructure and discussing fixed-income implications.
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Mar 6, 2026 • 1h 2min
The Big Sell-Off Explained: How to Protect Your Money
Colby Stilson, co-portfolio manager at Brown Advisory focused on bonds, explains why big tech are issuing corporate debt to fund AI infrastructure. Simon Skinner, leader of Orbis' global investment team, outlines which US sectors could ride the AI wave. They discuss AI-driven bond issuance, sector winners, long-dated debt demand, and why investors should rethink valuations and duration risks.
