Private Credit Saw Its Shadow - More Winter Ahead
Source: SeekingAlpha
2026-02-05 15:35:22 ET
Summary
Concerns regarding BDC exposure to the software and technology sectors have reached a fever pitch recently. This shift is primarily driven by the realization that many private credit loans were underwritten for software models that are now being bypassed by AI-native solutions. As non-accrual rates rise, this has become a significant concern, especially given the weight of software within BDC portfolios....
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Private Credit Saw Its Shadow - More Winter Ahead
Goldman Sachs BDC Inc.
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