Asia’s 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. podcast, the conversation unpacks how global macro volatility, geopolitical tensions, and private credit risk are shaping today’s 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 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, CreditSights:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.

Zerlina Zeng, Head of APAC Credit Strategy, CreditSights:
Zerlina conducts roadshows across Greater China and Korea, covering Asian dollar credit markets, local currency bonds, JGBs, and regional investor sentiment.

Timestamps:

00:00 – Introduction
01:37 – Market Volatility & Geopolitics
03:16 – Korea & China Investment Flows
09:55 – Korean Equities & Rates
14:10 – Private Credit Risk Focus
20:11 – Global Banks & Private Credit Returns
22:48 – US Rates & Duration Debate
29:51 – AI Adoption in Asia
36:00 – JGB Yields & Japan Rates
39:56 – Conclusion & Key Takeaways

Listen on Spotify:

Listen on Apple Podcasts:

More from our team:

All Podcast

Leveraged Loans in Flux: Volatility, AI and Market Shifts

May 7, 2026 Read More

Europe Macro: Digesting Higher Rates & Energy Prices

April 30, 2026 Read More