Let's bring in Dan Res Muen. He's the founder and portfolio manager at Verdad Capital. Dan, really appreciate it.And it's important to set the stage here because in some ways there were going to be problems or or the sort of problems were going to come home to roost in private equity one way or the other. And we thought it was going to be from higher interest rates. you know that that in many ways was going to be the no one really saw oh by the way the thing they invested in private equity and credit over t ...

私募股权这趟车，2026年可不好搭了 今天咱们不聊那些高大上的经济术语，就来谈谈贝恩公司新鲜出炉的《2026年全球私募股权报告》。这份报告足足42页，信息量巨大，但核心意思就一句 话：过去那种"捡钱"的好日子，彻底到头了，现在得"抢钱"了！ 先来看看刚过去的2025年。从账面上看，私募股权行业那是相当风光：交易额飙升44%，退出额也大涨47%，甚至出现了史上最大的私有化交易（买下 Electronic Arts）。这数据，简直能闪瞎眼。 但别急，咱们得扒开这层华丽的外衣往里看。这波增长，完全是靠少数几个"巨无霸"交易撑起来的。13笔百亿美元级别的大买卖，贡献了69%的增幅。这就 好比一个班，就靠几个尖子生拉高了平均分，大部分同学的成绩其实在下滑。经济学家管这叫 "K型复苏"——少数精英一飞冲天，大多数人则在原地踏步 甚至往下走。 更让人头大的是，行业里积压的"库存"实在太吓人了。还有32,000家公司砸手里没卖出去，总价值高达3.8万亿美元！平均持有期也拖到了7年，创了纪录。 钱收不回来，就没法还给背后的金主（也就是那些养老金、大学捐赠基金等LP们）。结果呢？现金分红占资产价值的比例，已经连续4年低于15%， ...

UBS strategists say that private credit default rates could surge 15% if it triggers an aggressive disruption among corporate borrowers. That follows blue limits, new blue outs, new limits for retail investors in one of its private credit, BDCs. And a report from Citron Research that says I could lead to a double digit U.S. unemployment rate by 2025 and also discuss fears in private credit.Let's discuss with Bloomberg senior reporter Silas Brown. So I, I got to say, it feels like we've hit a fever pitch of ...

Core Insights - Professional sports teams are increasingly viewed as a lucrative institutional asset class, attracting significant interest from private equity firms like KKR [1] - KKR has agreed to acquire Arctos Partners for an initial valuation of $1.4 billion, with an additional $550 million contingent on performance and share-price targets [1][5] - Arctos is uniquely positioned as one of the few approved entities for ownership across all five major U.S. sports leagues [1] Investment Strategy - KKR aims to leverage Arctos to enhance its "GP solutions" and secondary market offerings, providing liquidity and capital to private markets [3] - The acquisition will integrate Arctos into KKR Solutions, a new unit focused on scaling these investment strategies [3] Market Context - The secondary market volume reached a record $226 billion in 2025, indicating a strong demand for liquidity among Limited Partners and managers [6] - KKR's acquisition is strategically timed to capitalize on the growing trend of GP-led activities and secondary transactions [6] Financial Overview - Arctos, founded in 2019, has grown to manage $15 billion in Assets Under Management (AUM) [9] - The deal structure includes an initial transaction of $1.4 billion, with $300 million in cash and performance-based equity vesting until 2033 [6][11] Team and Confidence - Following the acquisition announcement, KKR's Co-CEOs and Director have shown confidence by purchasing significant amounts of KKR stock, indicating strong belief in the company's future [10]

On this week’s belated Valentine’s episode of “Money Talks”: @alice_fulwood shares her love letter to private equity. Listen now https://t.co/7leD8Ybhes ...

Hundreds of private equity firms are now drowning in a sea of competition, searching for lifeboats of new capital as they cling to portfolios of nearly unsaleable investments. Meanwhile, their investors are losing patience.Read the full story: https://t.co/rUBEqqpAG6Illustration: Zohar Lazar for Forbes ...

Sony’s strategy of tapping on private equity and different funding sources beyond traditional bank debt and stock is crucial for its acquisitions, Chief Executive Officer Hiroki Totoki said https://t.co/Pj5XvO6bLn ...

Private equity’s detractors accuse it of hollowing out beloved businesses. On this week’s “Money Talks” we explain why the industry may be the villain the world needs. Listen now https://t.co/7leD8Ybhes ...

Private equity firms are looking for clean-energy deals after a very quiet 2025 https://t.co/uYzJhY3tI6 ...

>> LIVE FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK CITY, WE ARE TRACKING THE KEY PLAYERS, MAJOR MOVES AND THE CAPITAL FLOWS SHAPING GLOBAL MARKETS. THIS IS "BLOOMBERG DEALS." DANI: WELCOME TO YET ANOTHER EPISODE OF "BLOOMBERG DEALS," THE ONLY SHOW DEDICATED TO THE CORPORATE ACTION SHAPING MARKETS. YOU HEARD IT FIRST -- FROM OUR "BLOOMBERG DEALS" TEAM.WARNER BROS. AGREES TO REOPEN NEGOTIATIONS WITH PARAMOUNT. IT STARTS THE CLOCK AGAIN FOR WHAT HAS BEEN A THRILLER.MSG UNVEILS ANOTHER POSSIBLE CHANGE. THI ...