Current Credit Market Trends in Q4 2026
It offers a direct lending manager's read on two things allocators are currently weighing: the effect of higher borrowing costs on credit, and the financing demand created by the AI buildout. The panel pairs private credit and multi-asset credit perspectives with a macro credit research view from BlackRock's private financing platform.
Summary
By the wealth tech & ai deskThis is the seasonal credit-market-trends episode of HPS's podcast, hosted by Colbert Cannon. The discussion covers the Fed's recent rate hike and what higher borrowing costs mean for credit, how software credit has recovered since this spring's AI-driven selloff, and where private and public credit investors are finding opportunity in financing the AI buildout. The panel includes Vikas Keswani, HPS's Head of Direct Lending, Serge Adam, a Portfolio Manager of Multi-Asset Credit at HPS, and Dominique Bly, a Macro Credit Research Strategist within BlackRock's Private Financing Solutions platform.
- The episode is the show's recurring seasonal discussion of current credit market trends.
- The panel discusses the Fed's recent rate hike and what higher borrowing costs mean for credit.
- It covers how software credit has recovered since this spring's AI-driven selloff.
- It looks at where private and public credit investors are finding opportunity in financing the AI buildout.
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