Former Goldman Sachs CEO says he ‘smells’ a 2008-style crisis brewing — could your 401(k) get caught in the crossfire?
The man who steered Goldman Sachs through the last financial crisis thinks the next one may already be…
Private Credit Turmoil Deepens as Major Funds Scramble to Meet Withdrawals | Ukraine news
New York – Over the past few months, investors and analysts have been closely watching the shadowy corner…
Everyone’s Watching Stocks. The Real Bubble Is AI Debt.
Something has changed in the artificial intelligence boom in the past year. Since the arrival of ChatGPT in…
Elizabeth Warren Demands Private Credit Stress Test After Big Bankruptcies
US Senator Elizabeth Warren is urging regulators to scrutinize the burgeoning private credit market, warning that implosions of…
AI’s $5 Trillion Data-Center Boom Will Dip Into Every Debt Market, JPMorgan Says
The furious push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade…
Are you underweight the asset class driving the best performing portfolios in the world? – Stephanie Gardner
Every few years, markets remind investors that diversification isn’t a static formula. When traditional assets become highly correlated,…
Japan’s $132 Billion Borrowing Binge Reshapes Global Credit
The end of an era of essentially free money in Japan, a flurry of dealmaking and the AI…
Private Credit’s Rising Pile of ‘Bad PIK’ Points to Default Woes
It was supposed to be a quick fix for a sudden problem in credit markets. Payment-in-kind debt, the…
Shutdown Stalls SEC Work on Private Credit in Retirement Plans
The month-long government shutdown is delaying the Securities and Exchange Commission’s work to make it easier for 401(k)…
China AI Push Led by DeepSeek Threatens US Rally, Australian Pension Fund Warns
Cheaper artificial intelligence tools from China threaten to trigger a sudden sell-off in US tech giants betting on…
Ontario’s $100 Billion Pension Dismisses Entire Asia Buyout Team
Ontario Municipal Employees Retirement System is cutting its Asia buyout team, marking the latest change in the pension…
Phoenix in Asset Manager Tie-Up Talks to Boost Pension Deals
Phoenix Group Holdings Plc is in talks to partner with an alternative asset manager for its UK pension…