11
Nov
Disruption, dislocation, and early signals
Disruption is no longer theoretical. Artificial intelligence is reshaping business models, liquidity remains uneven, and capital is becoming more selective. Across credit markets, activity remains bifurcated, with primary bond markets facing challenges on different fronts. As the leveraged finance market resets, participants must separate structural change from cyclical noise.
- How are geopolitical dynamics and the conflict in the Middle East reshaping credit markets and risk appetite?
- Which sectors are emerging as resilient opportunities in 2026?
- How is AI-driven disruption reshaping risk assessment in private credit portfolios?
- As China's real estate downturn recedes as the dominant distressed theme, where will the next wave of credit opportunities emerge in China?
-
SpeakersJon Davies Director, Strategic Investment Group Deutsche Bank
Maggie Cui Managing Director Alvarez & Marsal
Lei Zhu Head of Asian Fixed Income Fidelity International
Jason Phillips Director, Asia Credit KKR
Sophie Lyall Partner White & Case
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports