credit markets
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UBS Analyst: AI Disruption Poised to Impact Credit Markets
AI’s rapid advancement is set to disrupt credit markets, with UBS analyst Matthew Mish predicting tens of billions in corporate loan defaults within a year. Private equity-owned software and data services firms are most exposed. Mish warns of a potential credit crunch if a severe AI transition occurs, with estimates of $75-$120 billion in defaults by 2026. The market’s slow adaptation to AI’s speed exacerbates this risk.
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Blackstone Secured Lending: Q4 & Full Year 2025 Earnings Announcement and Conference Call
Blackstone Secured Lending Fund (BSL) will release its Q4 and full-year 2025 financial results after market close on [Date], followed by an analyst call. Investors await insights into BSL’s performance amid inflation, rising rates, and geopolitical shifts. Expect discussions on credit quality, debt management, AI adoption in underwriting, and private credit market trends. A webcast and replay will be available.
