Monthly Archives: November 2025

Why Banks and PE Firms Compete & Collaborate in Private Credit?

[ad_1] Home Private Credit Why Banks And Private Equity Firms Are Both Competing And Collaborating In Private Credit? Why are banks both increasingly cooperating and competing with PE firms in providing private credit? As banks have pulled back from lending to less creditworthy companies in recent decades, a trend that …

Read More »

The circular money problem at the heart of AI’s biggest deals

[ad_1] SoftBank and OpenAI announced a new 50-50 joint venture this week to sell enterprise AI tools in Japan under the brand “Crystal Intelligence.” On paper, it’s a straightforward international expansion deal. But SoftBank’s role as a major investor in OpenAI is raising questions about whether AI’s biggest deals are creating real economic value …

Read More »

Who Provides The Capital Behind The Private Credit Boom?

[ad_1] Which investors supply the majority of the capital for private credit? The main sources of capital for private credit funds are institutional investors with long-term investment horizons and low liquidity needs. They include public and private pension funds, insurance companies, and sovereign wealth funds. Insurance companies, in particular, have …

Read More »

How Private Credit Fills The Financing Gap For Corporates?

[ad_1] How does private credit meet various financing needs for companies that often can’t access the syndicated loan market? Corporate borrowers, especially middle-market firms, have increasingly relied on private credit from private equity firms in recent years. Most of this takes the form of so-called direct lending, senior secured commercial …

Read More »

A better way of thinking about the AI bubble 

[ad_1] People often think about tech bubbles in apocalyptic terms, but it doesn’t have to be as serious as all that. In economic terms, a bubble is a bet that turned out to be too big, leaving you with more supply than demand.   The upshot: It’s not all or nothing, and even good bets can turn sour if …

Read More »