Sentiment Momentum

November 19, 2025

Blue Owl calls off merger of private credit funds

Move had risked inflicting losses of 20% on investors in one of the vehicles

Direct Lending Institutional Investors Private Credit Funds

November 19, 2025

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

Cautionary Institutional Investors Private Credit Funds

November 19, 2025

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

Cautionary Direct Lending Institutional Investors