European Credit 2H26/1H27 Outlook
Logan Miller: Head of European Strategy
2 July 2026
- How shifting market sentiment could shape opportunities across European credit markets.
- Which sectors appear best positioned as credit dispersion becomes increasingly important.
- What evolving central bank expectations may mean for fixed-income investors.
- Where credit market technicals continue supporting corporate funding conditions.
- Which risks could challenge performance as investors navigate the next phase.
Executive Summary
European credit markets have remained resilient despite shifting macro and geopolitical conditions. Investor demand continues supporting performance across the broader credit landscape.
Market participants are increasingly focused on identifying opportunities through careful credit selection. Differentiation between sectors and issuers may become more pronounced over time.
Meanwhile, evolving policy expectations continue influencing sentiment across fixed-income markets. Central bank signals remain an important backdrop for investment decisions.
Corporate borrowers have maintained access to financing amid changing market dynamics. Active capital markets continue supporting funding flexibility and liquidity management.
However, several emerging themes could shape credit market performance ahead. Investors should monitor shifting conditions as opportunities and risks continue evolving.
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