Apollo -Thu, 08/20/2026 - 21:24

2026 Midyear Credit Outlook: Adoption, Financing and Investing in the Age of AI

John Cortese - Partner
Robert Bittencourt - Partner, Head of Apollo Thematic Investing
Akila Grewal - Partner, Global Head of Institutional Client Group
Shobhit Gupta - Managing Director

AI is reshaping credit markets in ways that demand a more thoughtful approach to investing. Public markets are being stretched by record financing needs, spreads leave little room for error and traditional notions of diversification are being tested.

Key Takeaways:

Credit fundamentals remain resilient, but the margin for error is narrowing.
AI adoption is creating a new divide across credit markets.
Financing the AI buildout has become a market-capacity problem.
Private investment grade credit will be essential to closing the AI funding gap.
AI factor risk is changing what diversification means.

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Apollo is one of the world’s leading alternative asset managers, operating an integrated asset management and retirement services platform with a 35-year history of innovation in private markets. Through Athene, our retirement services business, we strive to be the leading provider of retirement income solutions for institutions, companies and individuals to enhance outcomes and enable people to retire better. In our Asset Management business, we are focused on generating excess return per unit of risk through a variety of investment strategies across the debt and equity spectrum.

www.apollo.com/institutional/homepage

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New York, NY, 10019

Michael Pagano
Partner, Global Head of Third-Party Insurance Client Management
ICG3PI@apollo.com

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