Private credit's exposure to software is being tested by AI, as lenders look past “SaaSpocalypse” fears to identify winners and losers.

Artificial intelligence may be creating a new fault line in leveraged finance, with PIMCO warning that the technology could ...

Many private-credit fund managers are playing down their exposure to software as fears spread about threats from artificial intelligence. A detailed analysis revealed four large funds marketed to ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. The segment of private credit with the worst-looking numbers is not what is worrying investors the ...

March 11 (Reuters) - JPMorgan ⁠Chase ⁠has reduced the value of some loans ⁠to private credit funds after reviewing the impact of market turmoil around software companies, two people familiar with the ...

Goldman Sachs' private credit fund said on Wednesday that investors sought to repurchase roughly 3.24% of its total shares in ...

Private credit markets have rapidly repriced in 2026 - with publicly traded investment companies with private credit focus down 25-40% year-to-date - creating a potential entry point for diversified ...

Forbes contributors publish independent expert analyses and insights. I write about investing, markets and Berkshire Hathaway. Only when the tide goes out do you discover who’s been swimming naked. – ...