The private credit market is adjusting after a period of depressed dealmaking, as investors trim their exposure to software borrowers, according to LCD's quarterly survey. For a second consecutive ...
The AI shock is forcing investors to separate resilient, mission-critical software companies from more vulnerable business models. Private credit’s heavy exposure to software faces a major test, as AI ...
NEW YORK, May 7 (Reuters) - Blue Owl's (OWL.N), opens new tab biggest publicly traded private ‌credit fund will look to reduce its exposure to software, the fund's chief executive said, as uncertainty ...
We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Brendan is a full-time senior editor of financial products and services at ...
The Orlando Magic pulled the biggest upset surprise in the playoffs so far by beating the Pistons in Game 1. After losing the first play-in game and sputtering into the playoffs, Orlando was able to ...
Massive cuts by the Trump administration have seriously diminished the Consumer Financial Protection Bureau's (CFPB) oversight of credit bureaus, according to a new ProPublica report. Launched in the ...
Many private-credit fund managers are playing down their exposure to software as fears spread about threats from artificial intelligence. A detailed analysis revealed four large funds marketed to ...
The software stock selloff is back. The iShares Expanded Tech-Software Sector ETF sank 3.9% to $80.90 on Tuesday when the majority of S&P 500 stocks were rising. The move follows a decision from ...
Software firm Planview Inc. has reached out to private credit firms to help it address debt maturing next year, according to people familiar with the situation. Increased competition due the ...
Forbes contributors publish independent expert analyses and insights. I write about investing, markets and Berkshire Hathaway. Only when the tide goes out do you discover who’s been swimming naked. – ...
Months of concern over the private credit industry finally coalesced this year into its first real reputational crisis. Blue Owl, a buzzy private investor specializing in loans to the software ...