Following Cliffwater, BlackRock and Blackstone, it’s Apollo Global Management’s turn to impose restrictions on investor withdrawals from one of its largest investment vehicles, reinforcing concerns that the private credit industry is entering a period of intense pressure. Apollo announced that it is tying up its Apollo Debt Solutions (ADS) holdings, limiting buyouts to 5% of …
Tag: funds
The U.S. is not “investable” – The withdrawal of funds from Scandinavia, and the Debt avalanche
At the World Economic Forum in Davos, President Donald Trump said out loud what normally goes unsaid, and in doing so, revealed a deep and dangerous vulnerability that the entire system has been trying to hide. Specifically, in an interview with Fox Business’s Maria Bartiromo, when asked about the possibility that European countries might respond …
Wall Street: The debt bubble of 1.7 trillion dollars in the private debt shadow market
Private credit has grown exponentially in recent years as banks have reduced their balance sheets due to tighter regulations. The private debt bubble harkens back to the days of crazy investment risk-taking before the 2008 financial crisis. Right now we have a boom in the $1.7 trillion private debt market, where private equity funds lend …
Why will the amounts invested in infrastructure increase exponentially?
Over the past decade, assets under management in infrastructure funds have nearly quintupled to $1.3 trillion. Pension funds and sovereign wealth managers have been lured by the sector’s returns, which are handsome and relatively stable. Some of the biggest funds now invest directly in these boring assets. The infrastructure-investment sector The infrastructure-investment industry took shape …