#PrivateCredit
Kapital ist zum knappen Einsatzfaktor geworden, und seine Kosten werden darüber entscheiden, wie lange der Boom läuft. #KI #PrivateCredit
November 3, 2026 at 12:01 PM
Gli ordini sono reali. Il capitale è diventato il fattore produttivo scarso, e il suo costo deciderà quanto a lungo durerà il boom. #IA #PrivateCredit
November 3, 2026 at 12:03 PM
November 2, 2026 at 11:33 AM
For European investors, Meta's euro debut is an invitation to take a share of that exposure, and the market should price it as such. The orders are real. Capital has become the scarce input, and its cost will decide how long the boom runs. #AI #PrivateCredit
November 3, 2026 at 12:00 PM
Private credit funds owed banks $349 billion at end of 2025, Fed data shows

https://newisty.com/blog/private-credit-funds-owed-banks-349-billion-at-end-of-2025-fed-data-shows?utm_source=social&utm_campaign=crypto_news

#bitcoin #privatecredit #federalreserve
November 2, 2026 at 2:30 PM
The Bank of Japan warns AI investment losses could spread through credit funds to banks. #privatecredit #ai #banking #infrastructure
https://thetechcapital.com/bank-of-japan-bank-of-england-ai-borrowing-market-losses/
October 26, 2026 at 11:40 AM
The question now is whether a lender of more than US$31 billion will show more clearly how private credit's borrowers are doing, or simply concentrate more of that risk in a single ticker. #PrivateCredit #BDC #AresCapital
October 27, 2026 at 11:40 PM
Die Frage ist nun, ob ein Kreditgeber mit mehr als 31 Mrd. US$ klarer zeigt, wie es um die Kreditnehmer im Private Credit steht – oder schlicht mehr von diesem Risiko in einem einzigen Ticker bündelt.

#PrivateCredit #BDC #AresCapital
October 27, 2026 at 11:41 PM
The question now is whether regulators find another way to get the same information, or whether this success for the industry marks how far supervisors can go in examining private credit. #PrivateCredit #InsuranceRegulation #CreditRatings
October 27, 2026 at 4:10 PM
Die Frage ist nun, ob die Aufseher einen anderen Weg finden, an dieselben Informationen zu gelangen, oder ob dieser Erfolg der Branche markiert, wie weit die Aufsicht bei der Prüfung von Private Credit gehen kann.

#PrivateCredit #Versicherungsaufsicht #Kreditratings
October 27, 2026 at 4:11 PM
La domanda ora è se le autorità troveranno un altro modo per ottenere le stesse informazioni, o se questo successo del settore segni il limite fino a cui la vigilanza può spingersi nell'esame del private credit.

#PrivateCredit #VigilanzaAssicurativa #RatingCreditizi
October 27, 2026 at 4:12 PM
Ora la domanda è se un prestatore da oltre US$31 miliardi mostrerà con più chiarezza lo stato di salute dei debitori del private credit, o se si limiterà a concentrare una parte maggiore di quel rischio in un unico ticker. #PrivateCredit #BDC #AresCapital
October 27, 2026 at 11:43 PM
This paper provides one of the first comprehensive studies of Private Debt Real Estate (PDRE) funds. Finds positive risk-adjusted performance relative to public debt benchmarks, while results vary sharply across the credit cycle. spkl.io/633267kBp0

#PrivateCredit #RealEstate
October 22, 2026 at 4:00 PM
#AI #Debt #Risks #InsuranceCompanies #Banks #PrivateCredit

"The artificial intelligence infrastructure boom has driven the tech sector into a borrowing spree exceeding $500 billion by late 2026."

My latest at @forbes.com.

www.forbes.com/sites/mayrar...
The Half-Trillion-Dollar Silicon Gamble: Inside The AI Debt Boom
The artificial intelligence revolution has driven an unprecedented borrowing spree, pushing total AI-related debt issuance past $500 billion by late 2026.
www.forbes.com
October 22, 2026 at 8:04 PM
US Capital Global partners with Equity Trust to offer independent RIAs access to curated private market investments, backed by dedicated custody infrastructure.

Learn more: bit.ly/uscg-ria

#USCapitalGlobal #EquityTrust #AlternativeInvestments #PrivateCredit #WealthManagement
October 21, 2026 at 7:41 PM
What makes AI infrastructure bankable? DigitalBridge Credit’s Tiara Tingle on equity backing, project experience and lenders’ appetite for risk. Recorded at PTC’DC 2026, Virginia.

https://www.youtube.com/watch?v=xg2s_liMB3I

#PrivateCredit #AIInfrastructure
October 21, 2026 at 9:04 AM
Damit müssen Japans Versicherer und Pensionsfonds abwägen, ob die Zusatzerträge die geringere Transparenz wert sind – und die heimische Erfolgsbilanz, die ihnen dabei helfen würde, ist noch kurz. #PrivateCredit #PolarisCapital #JapanFinance
October 20, 2026 at 10:31 AM
Spetta quindi ad assicurazioni e fondi pensione giapponesi valutare se il reddito aggiuntivo valga la minore visibilità, e lo storico nazionale che li aiuterebbe a giudicare è ancora breve.

#PrivateCredit #PolarisCapital #FinanzaGiappone
October 20, 2026 at 10:32 AM
That leaves Japan's insurers and pension funds judging whether the extra income is worth the reduced visibility, and the domestic track record that would help them judge is still short.

#PrivateCredit #PolarisCapital #JapanFinance
October 20, 2026 at 10:30 AM

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October 20, 2026 at 10:40 AM
Liberty Mutual and Elda River Join Forces on $500M Energy Financing Deal

The partnership will provide credit for energy infrastructure projects.

#LibertyMutual #EldaRiver #EnergyInfrastructure #PrivateCredit #EnergyFinance
October 17, 2026 at 11:57 AM