BX BX Blackstone Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

Apollo notes that the $2 trillion 'levered lending' market (often called private credit) has benefited from a rational de-risking shift as investors sold equity positions to buy first-lien loans, not from moving out of treasuries or IG credit. — This reframing by the largest player suggests that the massive flows into private credit are a risk-off trade rather than a hunt for yield, potentially altering how the systemic risk of the sector is perceived.