Industry Outlooks Turn Negative Amid Mounting Risks

How Data Centers Are Defying Growth Risks

How ‘Disrupters’ Transform Credit Quality and Sectors

How US Tariffs Would Affect Business and Credit

Private Credit set for major growth and new investor types

Corporate outlooks for 2025 are now all stable as economic picture normalises

Massive AI investment contributes to positive global IT sector outlook

Green transition spurs M&A in mining sector, while competition increases deal prospects among US telecoms

Corporate credit quality in India, Indonesia remains robust despite sectoral differences

Aerospace and defense outlook still positive but airplane manufacturers’ woes continue

Rapid growth of weight-loss drugs will influence multiple sectors in coming years

Global commodities under pressure as China’s growth engine slows

Global real estate prospects remain rocky

Pace of electric vehicle sales hits several roadblocks

Artificial intelligence has potential to transform many types of companies

Regional Credit Outlooks for 2024

Refinancing needs will intensify over the next three years, spurring issuance and defaults

Retailers look past inflation fatigue and high inventories, while conditions worsen for seaborne shipping

Private lenders pile up cash, compete for LBOs, driving up risk

Global information technology outlook remains stable; EU Chips Act will help semiconductor sector