Alternative Credit Letter February 2026

Default and Recovery Rates in European high-yield
European high-yield market review of 2025:
- The overall loss rate (1-Recovery) improved to 1.2%
- The overall recovery rate rose to 62%, surpassing the long-term median’s 41%
- The overall notional default rate was steady at 3.2%
- Financial Services were the hardest hit, with a 17% default rate due to weak debt servicing
Read in-depth insights in our Fixed Income Credit Markets – February 2026