FRM Part II · Current Issues in Financial Markets · Free Lesson

AI in Capital Markets, Private Credit Drivers, and Geopolitical Risk

Free GARP FRM Part II lesson in Current Issues in Financial Markets. 22 min read, ~3,311 words.

GARP refreshes Current Issues annually. The 2024-2025 cycle covers AI in capital markets (IMF October 2024 and FSB November 2024), the global drivers of private credit (BIS February 2025), and geopolitical risk transmission (IMF GFSR April 2025 Chapter 2). The exam tests whether you can name the channel, the source paper, and the policy response. Cite the papers when working through practice questions. The readings ARE the curriculum.

The IMF's October 2024 paper on artificial intelligence in capital markets identifies four production use cases.

Trading and execution. Predictive models forecast short-horizon returns and route orders for minimal market impact. ML systems learn from order-book microstructure that humans cannot fully observe. Quantitative funds have used such systems for over a decade; the marginal change is wider deployment by traditional asset managers.

Risk forecasting and stress testing. ML models combine traditional risk factors (rates, credit spreads, FX) with alternative data (news sentiment, satellite imagery, supply-chain feeds) to produce risk forecasts at higher resolution than econometric models alone.

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Common mistakes

Bottom line

Exam shortcut

When the question references "AI" without specifying use cases, default to risk-based supervision as the regulatory answer. When the question asks about private credit drivers, the BIS's cost-of-equity channel is the highest-weight answer. When the question describes a geopolitical shock, identify which of the five IMF channels applies and answer through that channel.

The full lesson (about 3,311 words, 22 min read) adds 2 worked examples, all 6 common mistakes, a self-check, free in the app.

Learning objectives

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