In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses two structural shifts facing Europe as 2026 approaches: Bulgaria’s entry into the euro area and the early stages of the Dutch pension transition. One adds institutional depth; the other may reshape flows, duration demand, and asset-allocation trends across the continent.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses two structural shifts facing Europe as 2026 approaches: Bulgaria’s entry into the euro area and the early stages of the Dutch pension transition. One adds institutional depth; the other may reshape flows, duration demand, and asset-allocation trends across the continent.

A Small Accession, A Big Reallocation

KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.

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KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.

KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape.&nbsp;This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.

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A Small Accession, A Big Reallocation

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