Nelson Janssen
Head of High Yield Bond and Leveraged Loan Strategy at J.P. Morgan Global Research, focused on loan and high-yield market dynamics, default-rate forecasts, and sector-specific stress such as software and private credit exposures.
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Mar 12, 2026 • 12min
US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Nelson Janssen, Head of High Yield Bond and Leveraged Loan Strategy at J.P. Morgan, explains loan vs bond stress and software-related credit risks. Tarek Hamid, Head of North American Credit Research and Strategy at J.P. Morgan, breaks down financing for AI data centers and energy market reactions. They discuss capital flows into AI projects, sector-specific default outlooks, and where distress is appearing across credit markets.
