Marathon Asset Management LP is staying away from software for now as its chairman Bruce Richards predicts default rates of ...
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Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl
As redemptions jump and AI fears swirl, private credit giants defend their software bets.
Marathon Asset Management founder and CEO Bruce Richards has raised alarm bells about the private credit sector’s heavy exposure to the software industry, warning that default rates in ...
Many software features and protections are off by default Users must proactively enable security and performance settings Early adopters face higher risks from unconfigured tools Partnering with MSPs ...
We’re going to see real stress in the market,” said Angelo Rufino, the head of special situations in North America and ...
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Asset managers take beating as investors worry AI could push software firms into loan defaults
Asset managers took a beating last week as investors worried AI could turn software company loans into defaults. The selloff came after Anthropic released new AI tools that could do what many software ...
The commercial lenders known as business development companies have seen their shares laid low by credit-quality fears in the last year, not to mention falling interest rates. The latest leg down came ...
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