They are a rebalancing between the portions of the business funded/owned by debt and by equity claims where the portion funded by equity claims has grown signif

They are a rebalancing between the portions of the business funded/owned by debt and by equity claims where the portion funded by equity claims has grown significantly out of balance as a result of interest rates (and thus discount rates) falling substantially. Because there are large parts of the market who don't invest across the capital structure (ie they only buy debt or only buy equity), this can still lead to better allocation of capital.