The Credit Crunch
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KKR: Let There Be Compute
The scale of ambition embedded in the AI capex cycle requires a fuel supply that no single financing channel has ever delivered on its own.
Oct 13
10
1
The State of Private Credit in Q3 26
Private Credit Has Become a Winner-Takes-More Market
Oct 6
13
2
September 2026
Ares on the Financial Engineering Behind the AI Boom
How venture-style risk is finding its way into IG insurance portfolios.
Sep 29
13
4
2
Three Questions with The Credit Crunch
Featuring Marcel Schindler, Partner & Head of Private Debt at StepStone Group
Sep 24
•
The Credit Crunch
6
Private Capital Fundraising Is Heading for a Fifth Straight Annual Decline
Fundraising from Blackstone, Carlyle, Hines and Rialto, and More...
Sep 22
12
2
BlackRock: The 21/22 Vintage Comes Home to Roost
Fundraising from ICG, Jefferies, Harbourvest, Hercules and More...
Sep 15
8
BDC Redemptions Update
Fundraising from Claret Capital, Arcmont and BNP
Sep 8
8
Private Credit’s Sports Opportunity
With average leverage at just ~10% LTV, Apollo is looking to close the gap
Sep 1
8
August 2026
Ares: Funds Raised in Volatile Markets Outperform
Fundraisings from Jefferies, Partners Group and Crestline
Aug 25
12
Q2 2026 Alt Manager Earnings: What the Biggest Firms Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Aug 18
•
The Credit Crunch
12
1
Apollo: The AI Buildout Is Reshaping Credit Markets
Fundraisings from Bridgepoint, Comvest, Willow Tree, LGT Capital and Vistara.
Aug 11
20
2
Have critics focused on the wrong credit boom?
Fundraisings from Slate
Aug 4
12
1
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