Marathon Asset Management LP is staying away from software for now as its chairman Bruce Richards predicts default rates of ...
Many software features and protections are off by default Users must proactively enable security and performance settings Early adopters face higher risks from unconfigured tools Partnering with MSPs ...
As redemptions jump and AI fears swirl, private credit giants defend their software bets.
We’re going to see real stress in the market,” said Angelo Rufino, the head of special situations in North America and ...
Fear of AI’s potential for disruption is enough to push up borrowing costs for software companies, causing problems for a sector that has a lot of debt, according to Arini Capital Management’s founder ...
Marathon Asset Management founder and CEO Bruce Richards says private credit is too exposed to the software industry, telling Bloomberg Television there is a risk that defaults in software-exposed ...