Sentiment Momentum

World Socialist Web Site
November 13, 2025

Growth of private credit a “ticking time bomb”

A recent Financial Times editorial pointed to unmistakable signs that the conditions for another financial crisis are maturing.

Cautionary Credit Spreads Institutional Investors
Reuters
November 24, 2025

Exclusive: 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, as the alternative asset manager ... Exclusive:...

Cautionary Direct Lending Institutional Investors
Reuters
November 7, 2025

Private credit has a public confidence problem

Listed vehicles run by non-bank lenders trade at a hefty 11% dividend yield, yet also well below the value of their assets. Liquid bond and loan markets are providing renewed ... Private...

Cautionary Institutional Investors Private Credit Funds
Global Finance Magazine
November 14, 2025

The Next Wave Of Private Credit

The collapse of First Brands demonstrates some of the challenges of private credit, while its use continues to expand.

Cautionary Distressed Debt Institutional Investors
Bloomberg
November 29, 2025

Blue Owl Is Now the Face of Private Credit Anxiety

Add AI and fickle wealth to the mix of market jitters, and the firm provides investors the perfect focus for their worries.

AI & Automation in Credit Institutional Investors Interest Rates
BeyondSPX
November 30, 2025

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 ... Equitable...

Bullish Outlook Direct Lending Fundraising Trends Institutional Investors
ainvest.com
December 1, 2025

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 ... Is...

Cautionary Direct Lending Institutional Investors
Intellectia
November 30, 2025

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….

Cautionary For LPs/Investors Institutional Investors
NewsBreak
November 30, 2025

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 ... The...

Cautionary Default Rates Direct Lending Institutional Investors
caproasia.com
December 1, 2025

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 ... BNP...

Direct Lending Europe Institutional Investors

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