While Wall Street may be encouraged by the recent rebound in the IGV Software ETF, Apollo's Sambur believe the story will get worse.
5 天on MSN
Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'
While Wall Street figures have flagged risks in private credit, Apollo's Zito is among the first within private credit to ...
Apollo Global has grown increasingly bearish about technology companies vulnerable to artificial intelligence, betting against several large loans to software makers and cutting its exposure to the ...
Software loan yields hit 12% as leveraged loan yields fall, signaling sector-specific software credit stress—not broader ...
15 天on MSN
Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl
As redemptions jump and AI fears swirl, private credit giants defend their software bets.
The Apollo executive warned that private credit lenders and their backing investors could experience significant losses. He said lenders to a generic small-to-medium sized software firm could recover ...
“I literally think all the marks are wrong,” Apollo’s John Zito said of private equity in previously unreported comments. Apollo said the comment was about software companies.
Simply sign up to the Private equity myFT Digest -- delivered directly to your inbox. Apollo Global has grown increasingly bearish about technology companies vulnerable to artificial intelligence, ...
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