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Churchill's Kencel on the State of Private Credit
Youtube· 2026-03-30 15:56
Can most players survive several quarters of redemptions. If you're a fund constantly being hit, constantly getting more than that 5% breach. Are there impacts on portfolios and maybe wider asset classes if they're having to sell attempt to sell an illiquid asset.Yeah, I think a lot of this comes down to how reliant the manager is on retail, right. There have been managers that have raised significant retail capital and in fact, if you look at their age when it's 50, 60% retail, right. So when they get pres ...
Fed watching private credit sector for signs of trouble, Powell says
Reuters· 2026-03-30 15:45
U.S. Federal Reserve Chair Jerome Powell holds a press conference following a two-day meeting of the Federal Open Market Committee, in Washington, D.C., U.S., December 10, 2025. REUTERS/Kevin... Purchase Licensing Rights, opens new tabRead more NEW YORK, March 30 (Reuters) - Federal Reserve Chair Jerome Powell said on Monday the U.S. central bank is watching developments in the private credit sector for signs of trouble, but does not currently see issues there bringing down the financial system as a whole. ...
Powell sees inflation outlook in check, no wider crisis yet in private credit
CNBC· 2026-03-30 15:43
Federal Reserve Chair Jerome Powell speaks during a press conference following the Federal Open Markets Committee meeting at the Federal Reserve on March 18, 2026 in Washington, DC.Federal Reserve Chair Jerome Powell, in a wide-ranging talk at Harvard University, said Monday that he sees inflation expectations as grounded despite rising energy prices and no signs yet of a widespread crisis in private credit.As his term leading the central bank nears an end, Powell avoided questions about the longer-term dir ...
Private Credit Is In Turmoil - Here's My Method And The Picks I Trust
Seeking Alpha· 2026-03-30 11:30
I think it’s a battle between software and private credit. And if I had to pick a “winner,” it would likely be private credit, given that these headlines are often connected to systemic risks. After all, if weLeo Nelissen is a macro-focused equity strategist and long-term investor with more than a decade of experience on Seeking Alpha, where he has built a following of over 50,000 readers. His work combines big-picture macro analysis, geopolitical insight, and bottom-up research to identify high-quality bus ...
Private Credit's Exposure to Ailing Software Industry Is Bigger Than Advertised
WSJ· 2026-03-30 01:00
Analysis by The Wall Street Journal finds four of the largest private-credit funds have more exposure to the software industry than their filings suggest. ...
Is Another Financial Crisis Lurking in Private Credit?
WSJ· 2026-03-29 00:00
It Is fast-growing, opaque and intertwined with banks but lacks the scale and leverage that cashiered the economy in 2007. ...
Blue Owl private credit fund raises $20.7M in share sale
Yahoo Finance· 2026-03-28 16:47
Blue Owl Capital (OWL)’s BDC, Blue Owl Credit Income Corp, raised new capital through a private share sale while pursuing its public multi billion dollar fundraising effort according to a March SEC Filing. The asset manager sold 2.27 million unregistered Class I shares for around $20.7 million at the beginning of March, according to an 8-K filing. Since launch, the firm has raised over $22 billion across private offerings and multiple share classes. Photographer: Bing Guan/Bloomberg via Getty I ...
Private-Credit Problems Aren’t a Systemic Threat to the Financial System
Barrons· 2026-03-27 21:59
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Private Credit Problems Aren't a Systemic Threat to the Financial System - Barron's Skip to Main Content Serious, but not systemic. That is how to think of the impact on the economy of the ructions in the private-credit mar ...
Private Credit Problems Are Growing. But This is No “Lehman Moment.
Barrons· 2026-03-27 21:59
The stresses in private lending are concentrated in just a few sectors and don't impact bank balance sheets, unlike during the financial crisis. ...
The market has been complacent about this, expert reveals
Youtube· 2026-03-27 20:45
So images of war have always been brutal, particularly the aftermath. Still, it's hard to argue against the devastation of trench fighting during World War I that took the lives of millions of soldiers. This photograph taken by William Lester King, who worked for Military Intelligence Division of the US Army, really speaks of the haunting devastation.It's titled No Man's Land. My next guest says that the market's in its own version of No Man's Land. And I want to bring in now BD8 Capital Partners Chief Inve ...