Sentiment Momentum

CNBC

Investors are scrambling for portfolio alternatives. A CIO urges caution — especially with private credit

Interest in private markets and other alternatives is growing as markets grow more concentrated. Mercer’s Niall O’Sullivan said investors should be careful.

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Entrackr

DMI Alternatives closes $120 Mn capital for private credit fund

With structural reforms, robust domestic consumption, and an increasing allocation of both domestic and global capital toward India-related investments, private credit is becoming an essential area of focus.

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Bloomberg

Mubadala Backs Private Credit Bets After Plowing in $20 Billion

Abu Dhabi’s Mubadala Investment Co., one of the region’s most prolific private credit players with a $20 billion portfolio, said its bets were holding up well and batted away concerns over structural...

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AOL.com

Is Carvana One of the “Cockroaches” Jamie Dimon Just Warned Us About?

During JPMorgan Chase‘s (NYSE:JPM) third-quarter earnings call, CEO Jamie Dimon dropped a stark warning about hidden risks in the private credit markets. Discussing the recent bankruptcy of subprime auto lender Tricolor Holdings,...

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The Banker

No new ‘cockroaches’ as BDCs defy private credit stress fears

Analysts say concerns of widespread defaults across business development companies were premature

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CNBC

Private credit has invested in over-levered companies hence pullback, says MB Global’s Maria Boyazny

Maria Boyazny, MB Global Partners founder, joins ‘Power Lunch’ to discuss the risks facing the private credit market, what’s happening in the market and much more.

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Bloomberg

The Private Credit Sales Pitch Is Getting Much Tougher to Make

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most...

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