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Tag: BDC

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Detailed view of fiber optic patch cables connecting to a blue patch panel in a data center.
lntélligence artificielle

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI infrastructure. These are compounded by liquidity mismatches, sector concentration, and ties to insurers and pensions. Non-bank direct lending, via vehicles like BDCs, has heavily expanded into both areas, heightening vulnerability. Two Primary AI-Related Risk…
08/22/20260Comments

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Analyse de marchéAnalyse de marché MarketsMarkets

Analyse stratégique et risque du Private Credit 2025-2035

1. CONTEXTE MACRO-STRATÉGIQUE : UN BASCULEMENT STRUCTUREL, PAS UNE MODE Le private credit n’est plus un "segment alternatif". C’est un phénomène de remplacement systémique du financement bancaire traditionnel, catalysé par trois forces irréversibles : Force structurelleMécanismeImpact quantifiéRégulation bancaire (Bâle III, Dodd-Frank)Augmentation des exigences en capital (CET1 +8–16 %), réduction de l’appétit pour le risque de crédit non-investment…
12/01/20250Comments

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