To deepen your understanding of financial trends in 2026, here is a selection of in-depth analyses and feature articles from leading institutions.
1. Outlook on Credit and Debt
The credit market in 2026 is characterized by a stabilization of fundamentals following the default peaks of 2024, but strict discipline remains essential.
Divergences and Opportunities: According to Man Group’s 2026 report, public credit markets have regained equilibrium, but “cracks” are appearing among low-income consumers due to persistent inflation and slowing real wage growth.
The Rise of Private Credit: Carlyle analyzes how private credit has evolved from a niche market to a mainstream source of capital, offering flexibility that traditional banks, under regulatory pressure, can no longer always provide.
Asset-backed finance (ABF): There is a shift towards asset-backed finance, considered more resilient because it is disconnected from the corporate credit cycle.