These fixed-income assets can provide some cushion from AI disruption-driven market swings
By Michelle Fox
Published on March 11, 2026.
Investors should consider securitized products, including asset-backed securities, as a hedge against artificial intelligence disruption, according to Nuveen's Nicholas Travaglino. These products, which are backed by income-generating assets such as car loans, credit card receivables, and data center or cell tower loans, can provide some cushion from AI disruption-driven market swings. These assets also offer investors additional yield compared to other fixed-income asset classes. Travagglino specifically highlighted asset-based securities and commercial mortgage-backed Securities (CMBS). However, John Kerschner from Janus Henderson Investors also noted that CMBS will largely be unaffected by AI and could benefit as the technology increases productivity. Despite concerns over job disruption, real estate broker stocks and real estate investment trusts have seen declines in February and March respectively.
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