Making Daily Headlines · Page 10
One Fund Manager Keeps the Data Center Debt in the Picture
· New York time
Janus Henderson portfolio manager John Lloyd is sticking with CoreWeave bonds held by his fund and sees a buying opportunity in the data center business. That is an investment assessment by a manager with an existing position, not a universal verdict on the company or the sector. His fund's ownership is part of the context for his confidence. Data centers may symbolize the future, but their financing still belongs to the familiar world of debt and judgment. Even the cloud has to appear somewhere on a balance sheet.
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