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Huge private equity software bets most at risk as investors face returns squeeze, Apollo says
Apollo's deputy global head of private equity warned that private equity investors should prepare for a 'bifurcation' in returns as software-related bets face risks from a returns squeeze.
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- Partners Group warns it could cap more fund withdrawals after triggering private equity rout
- Private Credit Giants Try to Reassure Investors on AI Risks to Software Bets
- New bull market in software stocks hinges on this report
- Private credit lenders say their big software bet faces an AI reckoning — but not a ‘SaaSpocalypse'
- ECB says private-credit fuelled AI boom poses risk to financial system
- KKR, Ares, Blackstone tumble premarket as Partners Group caps private equity fund withdrawals