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Digital Outlook 2026

Digital Outlook 2026

BNP Paribas Asset Management Alts
Date de sortie : 2026-01-20
© 2026 Digital Outlook 2026
Digital Outlook 2026 - QR Code
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4 épisodes
Audio
Écouter sur Apple Podcasts
LibreNew
4 épisodes
Audio
Écouter sur Apple Podcasts
Date de sortie : 2026-01-20
© 2026 Digital Outlook 2026
L’épisode le plus récent
The Alternative Credit Outlook

The Alternative Credit Outlook

This episode explores where quality, diversification and disciplined underwriting matter most, and why European private credit continues to stand out. Credit and private debt proved resilient through 2025. Supported by steady growth, easing monetary pol
Durée : 29:27
Lecture
This episode explores where quality, diversification and disciplined underwriting matter most, and why European private credit continues to stand out.
Credit and private debt proved resilient through 2025. Supported by steady growth, easing monetary policy and solid corporate fundamentals, confidence held firm as spreads tightened, M&A activity picked up and both liquid and private credit continued to outperform public markets.
As the focus shifts to 2026, the outlook remains constructive, but far from indiscriminate. 
Risks linger, from renewed inflation to sector-specific stress and pockets of consumer weakness. We hear how recent defaults suggest fragility rather than systemic strain. In a more fragmented credit landscape, selectivity becomes paramount. 
We're joined by Christophe Fritsch – Global Head of Alternative Credit, BNP Paribas Asset Management Alts, and The Duy Nguyen – Head of secured finance, BNP Paribas Asset Management Alts.
Hosted by Ali Bernat
Id. d’épisode : 1000745937624
GUID : Buzzsprout-18511908
Date de publication : 20/1/2026 à 19:00:00

Description

The Digital Outlook 2026, from BNP Paribas Asset Management Alts, examines the macro forces shaping key asset classes. The conversations offer an intimate, accessible way to absorb the ideas shaping tomorrow’s investment landscape. You’ll find out where durable value still resides, how long-term conviction meets rapid change, and what investors should be preparing for.

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