Blue Owl considers reviving merger of private credit funds, contingent on fund’s share price, sources say
Blue Owl Capital is considering reviving a plan to merge two of its private credit funds if the share price of the larger fund improves.
Participant
AsianInvestor
December 2, 2025
December 2, 2025
Red flags in private credit market prompt tighter underwriting discipline | Alternatives | AsianInvestor
Private credit managers across Asia-Pacific are sharpening their focus on red flags in underwriting as competitive pressure rises. Investors and lenders are recalibrating around protections, collateral strength and disciplined structuring.
Financial Times
December 2, 2025
December 2, 2025
Blue Owl’s private credit fund U-turn
Plus, the mega-deal rippling through Wall Street, Hollywood and Washington, and pharma groups stressing buyout firms
Top Touchstone gatekeeper eyes private markets expansion
Tim Paulin is exploring how Touchstone can add its first evergreen private markets funds.
The Wall Street Journal
December 2, 2025
December 2, 2025
Private-Credit Earnings Ease Investor Concern Over Asset Class’s Health
Apollo’s Marc Rowan addresses issues that have had investors on edge
Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
In markets awash in “garbage lending” and unhealthy valuations, Jeffrey Gundlach is keeping his strategy simple: load up on cash and stay away from private credit.
Global Finance Magazine
December 2, 2025
December 2, 2025
Why Banks And Private Equity Firms Are Both Competing And Collaborating In Private Credit?
Why are banks both increasingly cooperating and competing with PE firms in providing private credit?
Private Credit Titans Defend Track Record as Earnings Land Soft
For the first time since a war of words erupted over the risks in private credit in the wake of high-profile collapses, investors are getting hard figures on the state of the...
Business Insider
December 2, 2025
December 2, 2025
Legendary investor Jeffrey Gundlach says ‘garbage lending’ means the next crisis will be in private markets
Famed bond investor Jeffrey Gundlach thinks the private credit industry is sowing the seeds of the next financial crisis.
Goldman Sachs
December 2, 2025
December 2, 2025
Do Recent Defaults Signal a Coming Credit Crisis?
Recent high-profile corporate defaults are unlikely to signal a systemic weakening of credit markets, according to Goldman Sachs Research.