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Markets & outlook · Video

Rapid fire questions with Jeremy Butterworth on 2026 credit markets

For wealth professionals working with fixed income allocations, the video frames how an active credit manager is thinking about spreads, dispersion and regional breadth going into 2026. It also flags AI-related debt issuance as a supply trend for credit investors to consider.

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Summary

By the markets & outlook desk

Wellington Management investment strategist Jeremy Butterworth answers rapid-fire questions on 2026 credit markets. He discusses why tight spreads do not tell the full story, credit market resilience amid shifting rate expectations, dispersion beneath index valuations, Asia's opportunity set and growth in AI-related debt issuance.

  1. Tight spreads do not tell the full story of credit markets.
  2. Credit markets have stayed resilient despite shifting rate expectations.
  3. Dispersion beneath index valuations is presented as creating opportunities for active investors.
  4. The discussion covers Asia's breadth of opportunity set and what growth in AI-related debt issuance means for credit investors.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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