Morgan Stanley and Cliffwater limit redemptions on major private credit funds after record withdrawal requests in Q1 2026, signaling investor concerns over liquidity and loan quality in the $1.8T market.
JPMorgan Chase limits loans to select private credit funds after marking down software company loans, highlighting stress in the $1.8T sector from AI risks, investor withdrawals, and tighter standards.
Blue Owl Capital stock has dropped nearly a third in value this year amid private credit worries. Short interest reaches all-time highs as bearish bets surge, with borrowing demand and costs spiking sharply.
Two investment firms plan tender offers for three Blue Owl non-traded private credit funds at 20-35% below their value, offering quick cash to worried investors amid rising redemption pressures in the private credit market.
Blue Owl Capital couldn't get loans for a major $4B data center project leased to AI firm CoreWeave due to lender worries over high-risk AI debt. The project moves ahead fully funded, highlighting challenges in the booming AI infrastructure race.
Blue Owl Capital's shares fell sharply after limiting withdrawals from a key private credit fund and selling $1.4B in loans. This highlights risks in the growing $1.8 trillion private credit market for everyday investors.
