BDCs, AI Disruption, Iran Oil Shock: What Lies Beneath In Credit Markets

2026-03-27 11:30:00 ET

Originally published on March 12, 2026

Transcript

Anu Rajakumar: For credit investors, one of the more challenging backdrops is when things in markets and the economy look stable on the surface, but the underlying picture is getting more uneven. Until this week, that's a simplified version of what we've been seeing so far this year in credit markets, where company and sector-specific issues have been rising, while overall index credit spreads have been largely unchanged. That combination can be uncomfortable and trickier to navigate, because it can mean risk is building without much additional compensation. And that was before new concerns over artificial intelligence disruption and military action in the Middle East added more layers of complexity to the macro outlook for credit investors....

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