Blue Owl Capital has recorded its strongest share price performance since late 2022, buoyed by improving investor sentiment and reassurances from major US banks on private credit exposure, according to a report by Bloomberg.
The private credit market is not showing signs of an imminent wave of defaults, and current pressures in the asset class remain manageable, according to a report by Reuters citing comments by Ares Management CEO Michael Arougheti.
Blue Owl Capital has raised $400m through a bond issuance from its publicly traded business development company OBDC, in a transaction that marks the first of its kind in over a month amid ongoing volatility in the private credit sector, according to a report by Bloomberg.
Several major US banks, including Citigroup, have provided fresh disclosure on their exposure to private credit-linked lending, seeking to reassure investors about risk management practices as scrutiny of the sector intensifies, according to a report by the Wall Street Journal.
Carlyle Group has raised $1.5bn in the initial fundraising round for a new asset-backed finance vehicle, the Carlyle Asset-Backed Income Fund, as the firm continues to expand its credit platform, according to a report by Bloomberg.
TCW Group has sharply reduced the value of an equity position in Red Lobster held through its Direct Lending VII vehicle, marking it down by 98% since acquiring the stake as part of the restaurant chain’s 2024 restructuring, according to a report by Bloomberg.
Adams Street Partners has closed its third private credit vehicle with $7.5bn in total capital, including leverage, marking a significant expansion of its direct lending platform and bringing total assets in the strategy to $15bn.
APG, Europe’s largest pension investor, plans to lift its allocation to private markets to just above 30%, as it looks to capitalise on shifting conditions in credit markets, according a report by Reuters citing comments by its head of private investments.
Goldman Sachs CEO David Solomon has said concerns around retail exposure to private credit are likely to persist, but stressed that the bank remains constructive on the asset class and sees it as an attractive long-term opportunity, according to a report by Bloomberg.
The UK’s state-backed workplace pension scheme Nest is investing £450mn into US private credit, continuing its expansion into private markets even as parts of the asset class face growing investor caution over credit quality and liquidity, according to a report by the Financial Times.
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