Sentiment Momentum

BeyondSPX

Equitable Holdings: The $2B Transformation Creating a Capital-Light Financial Powerhouse (NYSE:EQH) – EQH Analysis – BeyondSPX

The company has deployed over $17 billion of its $20 billion commitment to AB’s private markets platform, which provides exposure to new insurance markets (pension risk transfer, Asia) while growing AB’s private...

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ainvest.com

Is Ares Capital Corporation (ARCC) a Strategic Buy at Current Levels Below $21?

Ares Capital Corporation (ARCC), a business development company (BDC) specializing in private credit, faces challenges such as potential payout cuts and headwinds from competition in the private credit market. Despite these issues,...

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Intellectia

Economist Cautions That Bitcoin’s Largest Surge Could Precede Its Most Significant Crash

recession, likening it to the Great Depression, with financial stress originating from shadow banking and private… credit markets rather than traditional banks….

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NewsBreak

The Booming Credit Trend Analysts Warn Could Become A Major Problem – NewsBreak

The main driver of this worry is the concerning nature of the private credit market…. market start defaulting, as much of the investment in private credit firms comes out of consumers’ pockets…...

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caproasia.com

BNP Paribas Asset Management 2025 APAC Investor Pulse: 1) >71% of Investors Positive on European Markets, 2) 56% Investors Identify Europe with Best Long-Term Investment Opportunities, 3) 67% Investors to Increase Allocations to European Private Credit

credit …. At the more specialised end of the spectrum, private credit is experiencing notable momentum – with 67%… of the respondents indicating that they plan to increase their allocation to European...

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Bloomberg

Apollo’s Rowan on ‘Cockroaches’ in Private Credit

Apollo’s Marc Rowan says he’s not worried about Jamie Dimon’s reference to hidden “cockroaches” in private credit. (Source: Bloomberg)

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Bloomberg

Dimon Cockroaches Are Living in Risk Markets’ Heads

Many investors now believe that private credit is bad enough to need an exterminator.

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