Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
News articleYahoo Finance· February 26, 2026
Private credit’s great divide: Imminent crisis or ‘no big deal’
View original at finance.yahoo.comPrivate credit’s great divide: Imminent crisis or ‘no big deal’ (Bloomberg) -- Even in the world of private credit, which for months has pitted skeptics against true believers after some high-profile blowups, the difference of opinion has reached new heights in the past week…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
It wasn't a matter of if software problems would emerge, it was just a matter of when. The markets have just woken up
80% confidenceSome software firms may benefit from AI rather than be replaced by it
80% confidencePrivate credit could face default rate as high as 15% due to rapid, severe AI disruption in worst-case scenario
80% confidenceBlue Owl is a buy rating amid misinformation around the money manager
80% confidence
Cited in these Via News reports
- Axa Scales Back Private Credit as Allianz Expands, Splitting European Insurers on Alternative Assets →
- European Insurers Resist Private Credit While North American Rivals Double Exposure →
- Global Private Equity Shifts to Multi-Strategy as TPG Cuts Buyouts to 45%, Industry Raises $51B →
- TPG Raises $51 Billion as Global Private Equity Pivots From Buyouts to Credit Markets →
- TPG Raises $51B as Global Private Equity Shifts from Buyouts to Credit Markets →
- TPG Shifts $20B to Credit Markets as Global Investors Pivot from Traditional Buyouts →