Keynote: Macroeconomic impact on global CLO markets – Structural shifts or continued resilience?

scheduleApril 21st, 2026, 09.15 BST

Private Credit Under Pressure: Software Exposure and BDC Outflows

The conversation turns to private credit and direct lending, examining how AI disruption of software companies is creating real challenges for the asset class given its higher sectoral concentration in software versus the broadly syndicated loan market. BDC redemption caps and non-traded vehicle outflows are discussed, with the conclusion that systemic crisis fears are overblown but sentiment pressure on direct lending is real and likely to persist.

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