Slack: C0A0ZC2NS48/ts:1770843866.5866

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-disruption-knowledge-economy

🟢 [E1953] Morgan Stanley maps AI disruption risks across leveraged credit. BDCs most exposed at ~26%, private credit CLOs ~19%, US loans ~16%. 50% rated B- or lower, 80% private issuers. Software loans down ~3% YTD with 20% trading distressed below $80.
supporting · 2026-04-07