Daily Update — September 24, 2026
Marine Insurers Brace for Route Shifts; Dislocation in Private Markets; and AI Shorts Spread Beyond Chips
Today is Thursday, September 24, 2026, and here’s your curated selection of Essential Intelligence on global markets from S&P Global. Subscribe to be notified of each new Daily Update.
Global Trade
Marine insurers brace for trade route shifts amid geopolitical risks
Marine insurers are preparing for changes in global trade routes and growing geopolitical risks. Despite a rise in premium income in 2025, recent industry data shows that the underlying market remained soft.
Global marine insurance premium income rose 5.5% year over year to $42.6 billion in 2025, according to figures released by the International Union of Marine Insurance at its 2026 annual conference. Cargo insurance accounted for 57% of global premiums, ocean hull represented 24.7%, offshore energy comprised 11.1% and marine liability made up 7.3%.
Private Markets
Listen: Davidson Kempner's Approach to Navigating Dislocation in Private Markets
In this episode of the “Private Markets 360°” podcast, Melanie Levine, partner and global head of client partnerships and business development at Davidson Kempner, joined hosts Chris Sparenberg and Jocelyn Lewis to share insights on how market trends are influencing investor allocations and what lies ahead for private markets.
Levine also discussed how Davidson Kempner differentiates itself in the competitive landscape and how her career with the company has developed.
Artificial Intelligence
AI Shorts Spread Beyond Chips
AI has moved from a concentrated investment story centered on a handful of US technology leaders into a global economic theme spanning semiconductors, servers, storage, data centers, software, robotics and power infrastructure. Securities lending data suggests that short sellers are following the same path, but not through uniform positioning against AI. Instead, investors are testing where AI-related investment can translate into sustainable returns and where valuations, margins, funding needs or capacity plans may be more vulnerable.
This broadening reflects the AI sector’s growing economic footprint, according to S&P Global Market Intelligence’s analysis of AI-related investment, exports and manufacturing activity.
In case you missed it
- S&P Dow Jones Indices launched the S&P 500 Futures 35% Volatility Compass Autocall Index, which measures the performance of hypothetical weekly issued put-barrier instruments on the S&P 500 Futures 35% Volatility Compass TCA 6% Decrement Index.
- Second-quarter momentum of the US renewable energy sector was significant, with utility-scale solar installations rebounding, wind capacity additions reaching a multiyear high and energy storage deployments setting a record.
- The deployment and management of AI will become increasingly tangible drivers of credit quality differentiation among financial institutions, though the technology has yet to meaningfully affect S&P Global Ratings' views on credit quality.
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