Global Macro and Geopolitical Outlook 2026: Implications for Credit
- 27 January 2026
-
2:30 pm to 3:15 pm GMT
- Online
Join Cedric Chehab from BMI for an expert analysis of the 2026 macro and geopolitical landscape and its direct implications for credit. This session examines global growth trajectories and key trends across major economies, alongside critical geopolitical risks, policy shifts, and evolving trade dynamics reshaping the investment environment. Participants will gain insights into how these macro and geopolitical forces affect credit fundamentals, enabling better assessment of emerging risks and opportunities in an uncertain year ahead. Essential viewing for credit professionals seeking to understand issuer resilience, sector vulnerabilities, and portfolio positioning in 2026.
Speakers
Cedric Chehab
Chief Economist, BMI
Cedric Chehab is the Chief Economist at BMI, where he oversees the global macroeconomic strategy and country risk analysis. Based in Singapore, Cedric previously served as Global Head of Country Risk, ensuring the coherence of global macro and country risk strategy. His earlier roles at BMI include Head of Asia Research, responsible for all Asia-based country risk analysis and industry research, and Head of Americas Research. From 2008 to 2010, Cedric worked in London as Head of Commodities Research and Strategy. He has also accumulated experience in management consulting at Accenture. Cedric holds an MSc in Economic History from the London School of Economics and a BA in Politics, Philosophy and Economics from the University of Essex.
Jo Lock
Head of Credit Training, Fitch Learning
Jo Lock is Head of Credit Training at Fitch Learning. A seasoned finance professional having spent over 2 decades in the industry, Jo specialises in credit risk management in the financial institutions space. Prior to joining Fitch Learning, Jo worked in a number of risk management roles in the financial services sector covering portfolios across Europe, Africa, the Middle East and Asia Pacific regions.
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