private credit
The Great Cash-Out: Is Private Credit’s Golden Era Facing Its First Real Test?
A surge in redemption requests hits major private credit funds. Is this a sign of investor remorse, a smart rebalancing, or a crack in a $1.7T market?
The Great Re-Allocation: Why BlackRock Says Volatility is Forcing a Historic Shift to Private Markets
In a new era of volatility, BlackRock reports a massive client shift from public stocks to private markets, reshaping the future of global investing.
Anatomy of a Default: What Jefferies’ $30 Million Loss on First Brands Tells Us About the Economy
Jefferies’ $30M loss on a loan to bankrupt First Brands is a warning shot, revealing deep-seated risks in today’s high-interest-rate economy.
Beyond the Horizon: 5 Critical Questions Shaping the Future of Finance by 2026
An in-depth analysis of the five critical questions shaping the future of finance, from private credit risks and the IPO market to the role of banks and blockchain.
Ares Management’s Next Conquest: Why the Credit Giant is Targeting Private Equity’s Throne
Ares Management, a private credit giant, signals a major move into private equity, seeking a “transformative” acquisition to capitalize on banking’s retreat.
A Canary in the Coal Mine? Why Australia’s $200 Billion Pension Fund is Selling AI Stocks
Australia’s biggest pension fund is cutting stocks over AI fears. Is this a warning sign for the market, or a prudent move in a frothy environment?
Apollo’s Billion-Dollar Warning: Why a Finance Titan is Betting Against the Software Industry
A financial giant is betting against software debt, signaling a major shift in how AI is viewed as a threat to the tech industry’s established business models.
Europe’s Trillion-Dollar Magnet: Why Global Investors Are Betting Big on the Continent
Europe is attracting a record share of global private capital, with funds raising $311bn, driven by massive investments in energy and digital infrastructure.
Under the Microscope: Why Regulators Are Cracking Down on Banking, Private Credit, and Global Trading
A new era of accountability is dawning on global finance as regulators probe Italian banks, stress test private credit, and scrutinize trading giants.
The Shadow Portfolio: Is the Insurance Industry’s Bet on Private Credit a Ticking Time Bomb?
Insurers’ growing appetite for opaque private credit could pose a systemic risk, creating a liquidity crisis during the next economic downturn.
The Hidden Engine of AI: How Your Retirement Fund Is Quietly Building Silicon Valley’s Future
The AI boom is fueled by a surprising source: debt packaged and sold to pension funds. Your retirement savings may be building Silicon Valley’s data centers.
The Trillion-Dollar Blind Spot: Is the Private Credit Boom Hiding a Ratings Crisis?
Uncover the hidden risks in private credit, the strategies of hedge fund giants like Elliott, and the leadership challenges facing global corporations like Diageo.