Executive summary Headline claim: A quarter‑end redemption shock in semi‑liquid private‑credit vehicles has exposed an interaction between contractual gates, opaque NAVs and public‑bond price signals ...
Lead Private equity firms are mounting a two‑front response to the AI era: committing large pools of capital to physical AI infrastructure (data centres, power and cooling) while simultaneously deploy...
Private credit liquidity shock: gated redemptions, rising defaults and the risk of broader contagion
Headline Private credit liquidity shock: gated redemptions, rising defaults and the risk of broader contagion Executive summary – Trigger: In Q1 2026 a wave of redemption requests and mark‑to‑ma...
Brookfield Asset Management and La Caisse de de9pf4t et placement du Que9bec have agreed to take Boralex private in a C$9.0 billion enterprise-value transaction that illustrates how large alternative ...
