private credit

VanEck BDC Income ETF down 12% in 2026 as private credit turmoil spreads. BDCs trade at steep discounts to book value, potentially presenting opportunity.

$BTO's 7.7% dividend and NAV discount offer income opportunity as market fears likely overstate recession risks versus 2023 scenario.

Goldman Sachs warns of deteriorating underwriting in the $1T private credit market as Blue Owl falls 39% and major firms restrict withdrawals, raising systemic risk concerns.

Diameter Capital initiates $33.65M position in $FSK as shares plunge 51% to $9.99, offering 25% dividend yield despite credit risks.

Mount Logan Capital's $SOFIX fund agreed to acquire $100M+ assets from Yieldstreet Alternative Income Fund, nearly doubling size and generating $2.8M in annual fee earnings.

Trinity Capital maintains $0.17 monthly dividend for Q2 2026, extending six-year streak of consistent or increased payouts as a regulated investment company.

SEDA Experts LLC appoints Jonathan Norton as Managing Director, bolstering corporate banking and structured finance capabilities with 40+ years of institutional expertise.

Blackstone, Brookfield, and KKR have fallen 22-43.5% amid private credit concerns, but some see undervalued buying opportunities in these alternative asset titans.

Enhanced Capital named to ImpactAssets 50 for third consecutive year with $6.8B in assets deployed across 1,000+ projects in 40 states.

CrowdStreet launches three StepStone investment funds, expanding retail access to private equity, venture capital, and private credit opportunities through strategic partnership.

Private credit faces convergence of redemption pressures and Middle East geopolitical tensions in 2026, threatening to compound borrower stress through higher energy costs and tightened credit conditions.

BDCs offer yields up to 15.6% at NAV discounts, but rising private credit stress and AI disruption threaten sustainability.

Apollo Global Management launches its first U.K. pension fund, the CG Apollo Global Diversified Credit LTAF, targeting defined contribution schemes with diversified global credit access.

Blue Owl Capital's redemption restrictions signal private credit sector stress, but diversified index ETF investors appear better positioned to weather the downturn.

Blue Owl Capital fell 3.75% March 3 amid private credit redemption concerns. Company offloaded $1.4B in lending assets as broader markets weakened.

Nvidia shares sold off after earnings beat as investors took profits, though analysts remain bullish with $300 price target by 2026 amid strong AI demand.

Blue Owl suspended redemptions in its retail private credit fund, exposing structural vulnerabilities in the $1.8 trillion private credit market amid valuation concerns and investor redemption pressures.

Blue Owl Capital's stock rose 2.63% after announcing liquidity measures for its private credit fund, including a 30% capital return within 45 days, easing investor concerns.

Blue Owl's attractive 8.7-9% dividend yield masks risks from concentrated private credit exposure, redemption pressures, and potential reliance on share dilution to sustain payouts.

Strategist Yardeni defends bullish AI outlook against warnings of mass unemployment and market crash, arguing AI augments worker productivity rather than displacing labor.