Marathon’s Chairman Refuses to Buy Software, Predicting Defaults

Marathon Asset Management LP is staying away from software for now as its chairman Bruce Richards predicts default rates of ...

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.
New Orleans City Business

Guest Perspective: Why software defaults leave users vulnerable

Many software features and protections are off by default Users must proactively enable security and performance settings Early adopters face higher risks from unconfigured tools Partnering with MSPs ...
The Edge Singapore

Bain Capital’s Rufino warns software default rate risks hitting double digits

We’re going to see real stress in the market,” said Angelo Rufino, the head of special situations in North America and ...
Hosted on MSN

Asset managers take beating as investors worry AI could push software firms into loan defaults

Asset managers took a beating last week as investors worried AI could turn software company loans into defaults. The selloff came after Anthropic released new AI tools that could do what many software ...