Asia鈥檚 Market Pulse: Credit Trends and Global Volatility
Know More. Risk Better. Podcast | Season 10, Episode 17
In this episode of the Know More. Risk Better.聽podcast, the conversation unpacks how global macro volatility, geopolitical tensions, and private credit risk are shaping today鈥檚 fixed income markets, with a strong focus on Asia. Zachary Griffiths is joined by Zerlina Zeng to discuss the impact of Middle East conflict on energy prices and yields, evolving investor behavior in Korea and China, and shifting allocations between US assets, local rates, equities, and alternatives. They explore private credit exposure, tight credit spreads, US rate uncertainty, and the growing influence of AI on market dynamics and investment workflows. The episode delivers聽timely, regionally grounded insight to help investors better navigate global credit markets with confidence.
Watch on YouTube:
Speakers:
Zachary Griffiths, Head of IG & Macro Strategy, 乱伦短视频:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.
Zerlina Zeng, Head of APAC Credit Strategy, 乱伦短视频:
Zerlina conducts roadshows across Greater China and Korea, covering Asian dollar credit markets, local currency bonds, JGBs, and regional investor sentiment.
Timestamps:
鈥� Introduction
鈥� Market Volatility & Geopolitics
鈥� Korea & China Investment Flows
鈥� Korean Equities & Rates
鈥� Private Credit Risk Focus
鈥� Global Banks & Private Credit Returns
鈥� US Rates & Duration Debate
鈥� AI Adoption in Asia
鈥� JGB Yields & Japan Rates
鈥� Conclusion & Key Takeaways
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Listen on Apple Podcasts:
More from our team:
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U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy
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Conflict, Commodities and the Price of Disruption
Read MoreKnow More. Risk Better.庐
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