Credit Frontiers 2026

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schedule Thursday, April 23, 2026 | 9:15 AM - 4:30 PM EDT | Registration starts at 8:30 AM EDT

location_on Quorum by Convene, New York Map

Software faces AI-linked credit risks

Lyuba Petrova assesses the credit outlook for the software sector within the broader stable diversified technology outlook. While near-term AI disruption is more sentiment-driven than operationally realised, multi-year contracts provide a buffer. Key risk factors include mission criticality, switching costs, compliance integration, and financial flexibility. Highly leveraged B3-and-below issuers face compounding risks, with 2028 emerging as a year of heavy maturities and potential refinancing stress.

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Credit Frontiers 2026

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Software faces AI-linked credit risks

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