Market Macro Trend

Tearsheet

Banks reclaim commercial lending through technology and strategic partnerships – Tearsheet

Banks invest in AI platforms and partnerships to compete with private credit’s growth toward $3.5T, transforming commercial lending through technology and strategic collaboration.

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Finimize

Private Credit Faces Higher Default Risk As Margins Shrink

Morningstar DBRS says growing pressure on US borrowers is fueling default concerns, while regulators and ratings agencies flag rising ties to traditional banks.

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simplywall.st

TPG (TPG) Is Up 8.4% After Beating Revenue Forecasts And Closing Oversubscribed Credit Fund III

Earlier this month, TPG Inc. reported 12% year-on-year revenue growth that surpassed analyst expectations and closed its AG Credit Solutions Fund III with US$6.20 billion in capital commitments, significantly above its original...

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Seeking Alpha

Apollo bet against software makers exposed to AI (APO:NYSE)

Apollo Global Management (APO) bet against software makers vulnerable to artificial intelligence and cut its credit exposure to the sector. Read more here.

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Finimize

AI Data Center Debt Deal Boom Reshapes Credit Markets

Big Tech’s appetite for AI expansion is driving a record $125 billion debt wave, raising fresh questions about stability and investor confidence.

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East & Partners

Apollo Reshapes Growth Strategy as Hybrid Capital Unit Breaks Away from Buyout Division – East & Partners

(12 December 2025 – United States) Apollo Global Management has carved out its fast-expanding hybrid capital division from its flagship private equity business, signalling a decisive strategic pivot […]

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Alternatives Watch

OHA closes $17.7bn senior private lending fund

Oak Hill Advisors (OHA) closed its OHA Senior Private Lending Fund (OLEND) and related levered and unlevered vehicles, with a total of $17.7 billion.

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