A Gulf Deal and Private Credit Stress Test

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the UK’s newly concluded trade agreement with the Gulf Cooperation Council (GCC) and what it could mean for exporters, financial services, and digital trade. He also unpacks the European Central Bank’s (ECB) latest assessment of private credit risks in Europe and considers how artificial intelligence (AI) is reshaping asset management workflows without yet proving itself as a source of investment alpha.