Private Credit and Banks Face AI, Inflation Risks: BI Replay

On Demand

Duration: 47 Minutes

Original Date: September 28, 2026

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Private credit, banks and REITs face numerous challenges including AI fears reducing BDC’s software loan valuations, higher inflation challenging real estate valuations and a flatter Treasury yield curve which could reduce bank profitability. Join Bloomberg Intelligence’s Arnold Kakuda, David Havens, Paul Gulberg, Christopher Dick and Nicole Castelblanco on September 29 at 10 a.m. New York time as we discuss the impact of AI, inflation and other key topics that may affect the relative valuation of bank and financial bonds.

Private Credit and Banks Face AI, Inflation Risks: BI Replay

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