Where could AI pose the biggest risks to investment portfolios? Aymeric Poizot and Robert Mazzuoli explore why BDCs face greater asset risk and what AI disruption could mean for investment managers and life insurers.

Anubhav Arora’s avatar discusses how the 2026 U.S. midterms election results could impact data center development and investment, including the potential for new moratoriums, power and completion delays, increased costs, permit and approval challenge

Listen to the Fitch on Thailand 2026 keynote address by Dr Prasarn Trairatvorakul, Chairman of the Thai Bond Market Association.

Alex Griffiths’ avatar talks about the latest research: Fitch’s AI Stress Test finds AI-training data centers more vulnerable to an adverse AI shock than cloud facilities, due to location, limited flexibility and overbuilding risk.

Alex Griffiths’ avatar reviews Fitch’s latest research on AI-related disruption risk for financial institutions, highlighting greater exposure in retail banking and wealth management and key mitigants across the sector.

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Hybrid infrastructure credits are reshaping project finance. Marjan van der Weijden and Scott Zuchorski explain what’s driving the shift, the risks investors should watch and how Fitch assesses these increasingly complex structures.

What lies ahead for the covered bonds market? In this episode of 2026 SFF Conversations, Cosme de Montpellier and Natasha Guerer discuss key market developments, investor demand, and the outlook for covered bonds.

隨著需求增加，台灣AI資料中心市場正變得更具挑選性；電力與電網基礎設施的可取得性，日益決定哪些專案能夠推進。