Analysis by The Wall Street Journal finds four of the largest private-credit funds have more exposure to the software ...
The falling pricing for leveraged loans tied to software are a leading indicator for private credit, where marks can ...
Private markets' software industry lending-related concerns face another upheaval as over $330B of loans are coming due for ...
The market is rallying on hopes of an end to the Iran war. But private credit fears haven’t disappeared just yet.
Wall Street wants you to believe AI is to blame for the incipient credit crisis. But the crappy software loans spooking investors are the products of old-economy greed and brazen collusion.
Private credit faces a new stress test: rising defaults, redemption pressure and AI threats to software borrowers, plus why reported volatility may be misleading.
KBRA releases research examining the impact of artificial intelligence (AI) on software and private credit portfolios. In KBRA's view, AI poses diffuse and manageable credit risks to software ...
Oaktree Capital Management assured clients its exposure to software companies and direct lending remains limited, as global ...
By Niket Nishant and Joel Jose April 2 (Reuters) - The U.S. private credit industry is staring at a period of higher borrower ...
Artificial intelligence is adding a new layer of uncertainty to the private credit industry. The concerns center on how deeply private credit portfolios are tied to industries most exposed to ...
AlixPartners' AI Disruption Score reveals SaaS facing a structural reset, impacting private equity as AI commoditizes ...