Credit Currents

Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline. At our flagship “Credit Frontiers” event, we sat down with Moody’s leaders to discuss what’s behind these “bad vibes” about private credit and what they’re hearing from market participants about the trajectory of the asset class. Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s Ratings Guests:Marc Pinto, Managing Director, Global Head of Private Credit, Moody’s RatingsDavid Hamilton, Managing Director, Head of Asset Management Research, Moody’s AnalyticsRelated Research:Private Credit – Global – Volatility will intensify focus on liquidity, transparency 22 April 2026 (https://www.moodys.com/research/Priva...)Private Credit – Global – Seven key ways private credit is changing 14 May 2026 (https://www.moodys.com/research/Priva...)Private Credit – US – Asset quality indicators point to emerging risk in private credit direct lending 28 April 2026 (https://www.moodys.com/research/Priva...)Moody’s Private Credit Insights (https://www.moodys.com/web/en/us/insi...)

What comes next for sustainable finance debt markets?The energy transition’s momentum has shifted towards more pragmatic rationales, including energy security, sovereignty and critical supply chain resilience.In this episode of “Credit Currents”, we discuss why, despite headwinds arising from global trade tensions, Asia remains a contributing force for the “pragmatic transition”, the favorable conditions supporting renewable investment, as well as the opportunities for both the public and private sectors.Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s RatingsGuest: Rahul Ghosh, Managing Director, Head of Global Sustainable Finance & Emerging Markets, Moody’s RatingsRelated Research:Sustainable bond issuance on track to be flat versus 2025 levels after mixed quarter (Data Story) 12 May 2026 (https://www.moodys.com/web/resources/...)Carbon Transition – Asia-Pacific – Transition finance to expand as credible pathways emerge 19 March 2026 (https://www.moodys.com/research/Carbo...)APAC Sustainable Finance Summit 2026 (Replay) 24 March 2026 (https://events.moodys.com/2026-mip262...)In Person Event: Unlocking Capital for Climate Resilience: From Data to Decisions - London Climate Action Week 24 June 2026 (https://events.moodys.com/2026-mie264...)