Morgan Stanley says AI disruption of software will send private credit defaults surging

Morgan Stanley sees a coming wave of direct lending defaults in private credit, driven largely by AI's disruptive effects on the software sector.

Wall Street’s Private Credit Love Affair Hits the Rocks

Two of the most senior private markets executives at Australia’s A$267 billion ($190 billion) Future Fund are leaving their positions. David Bluff and Tammi Fisher, who served as co-managing directors ...
Morningstar

New Private Credit Funds Want Your Money. Here’s Why You Should Be Cautious

The asset-management industry is tripping over itself to offer private credit funds to regular investors and advisors, and now the competitive landscape is taking shape. Firms have chosen at least ...
CNBC

Private credit is beginning to look like the bond market — and that comes with red flags

Private credit is increasingly resembling the public debt market as rapid growth blurs the traditional divide between the two. The industry's size stood at about $3 trillion in early 2025, up from $2 ...
Investopedia

Private Equity is Coming for Your 401(K): How to Protect Yourself

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. gorodenkoff/Getty Images Private equity ...
Forbes

Private Markets In 401(k) Plans: Balancing Risk, Reward, And Responsibility

Forbes contributors publish independent expert analyses and insights. I write about 401(k) and workplace retirement plan topics and trends. Private market investments have long played a key role in ...