News & Analysis

Loan Note: The five key themes of 2026; why a maturity wall really is now looming

Find out our five key themes of 2026. Also, Axar Capital thinks ‘can kicking’ must come to an end, and Treeline beats target for direct lending fund. Here's today's brief for our valued subscribers only.

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They said it

“Despite record global debt issuance in 2025 that supported refinancing efforts, borrowers continue to face substantial maturing debt in the coming years”

Taken from a new report from S&P Global Ratings

First look

An asset class in transition: the trends that will shape 2026. Source: Getty

The defining themes of 2026

You could quite reasonably argue that it has become hard to predict the next 24 hours, never mind the year ahead.

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