AI in credit markets – A tool, risk or new asset class?

scheduleApril 21st, 2026, 14.45 BST

Closing Thoughts on AI, Credit, and Staying Vigilant

Rob closes with a balanced message: while he has been cautious throughout, he does not view AI disruption as blanket Armageddon for the loan market. His key advice for credit investors is to watch for small, early signs of business erosion — not just outright defaults — as the first signal to consider exiting a position in an environment where AI-driven change is only accelerating.

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