#private credit
articles
AI Buildout Repeats Three Enron Financial Tactics, but Is Not Doomed to Crash
Santa Clara professor Ram Bala says private credit, mark-to-model demand and circular vendor financing echo Enron legall...
AI's Infrastructure Boom Is Now Running on Debt, Private Credit and Faith
Demand for AI remains strong, but the buildout is increasingly financed with debt and off-balance-sheet vehicles. The fi...
Fitch Puts Delaware Life on Rating Watch Negative, Signals Governance Shift for US Life Insurers
Fitch Ratings warns governance and disclosure will weigh more heavily on US life insurer credit reviews after Delaware L...
Brazilian Fund Managers Map Private Credit Opportunities for 2026
At XP Expert 2026, managers from XP Asset, Vinland Crédito and Leto Capital outlined a selective path to returns in debe...
FIDC Assets Near R$1 Trillion, Yet Brazil’s Receivables Boom Is 'Only Tip of the Iceberg'
At XP Expert 2026, top managers said financial disintermediation and new retail access would keep driving FIDC growth, b...
Private Credit Stress Deepens as Software Borrowers Hit 26% of Troubled Pool
The share of BDC portfolio companies showing credit strain climbed to 10.6% in Q1 2026, with software names now accounti...
The Looming Private-Credit Crack-Up: Why SEC Scrutiny and Suspended Marks Could Spark a Systemic Selloff
A Morningstar analyst warns that private credit’s opaque valuations may be hiding heavy losses—and if regulators force r...