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

scheduleApril 21st, 2026, 14.45 BST

Winners, Losers, and the Credit Investor's Dilemma

Lisa and Rob explore how to identify winners and losers in an AI-disrupted landscape. Rob argues that for credit investors, the danger is not waiting for defaults but recognising early margin erosion that immediately undermines enterprise value, refinancing ability, and M&A optionality — drawing on the Yellow Pages as a cautionary example.

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