Brazil's Political Shift to the Right

China’s new property rules could reshape homebuilding. Fitch Ratings’ Lulu Shi explains how longer cash collection cycles, tighter escrow management and changing supply could affect developers and credit.

How are project finance structures reshaping corporate credit analysis? Aymeric Poizot and Yee Man Chin examine joint venture structures, AI data center financing, structural subordination, and their implications for ratings and credit risk.

Investor demand remains strong, but risks are building. Hear Fitch Ratings experts discuss what's supporting European leveraged finance, why investors are becoming more selective, and what rising defaults could mean for the market's outlook.

Japan’s institutions are among the world’s largest fixed-income investors. Helen Wong speaks with Monsur Hussain about rising Japanese bond yields, shifting allocations, foreign credit and private markets, and implications for global market.

How could Brazil’s election reshape its economy and credit outlook? Todd Martinez and Richard Francis discuss the runoff, fiscal challenges, growth prospects, and what a Bolsonaro victory could mean for debt, markets, and ratings.

How do telecom, media, and technology bankruptcies affect creditor recoveries? Terry Gallagher and Josh Clark discuss declining first-lien recoveries, repeat restructurings, valuation pressures, and the factors driving outcomes across the TMT sector.

How much can the UK economy grow over the next five years? Aymeric Poizot speaks with Jessica Hinds about the factors shaping the UK's growth potential, from investment and productivity to demographics and AI's potential impact.

As life insurers expand their relationships with affiliated alternative investment managers, what are the credit implications? Deborah Murnin, Jamie Tucker, and Zach Shutts discuss governance, liquidity, transparency, and investment risk.

How exposed are APAC banks and insurers to private credit? Helen Wong speaks with Tania Gold and Jeff Liew about direct and indirect risks, portfolio trends, rating implications, and why private credit remains an asset class to watch closely.

Fitch Ratings senior directors Manuel Arrive and Brian Schneider share their 2027 global reinsurance outlook and Monte Carlo Summit takeaways, covering softening pricing, alternative capital, AI & data center risks, profitability and market trends.