Wall Street has seen positive sign with the recent rebound in the IGV Software ETF, but it is still down 20% this year.
3don MSN
Apollo's John Zito questions private equity's software valuations: 'All the marks are wrong'
While Wall Street figures have flagged risks in private credit, Apollo's Zito is among the first within private credit to ...
Apollo Global Management executive John Zito told UBS clients last month that private equity firms are broadly misstating the ...
“I literally think all the marks are wrong,” Apollo’s John Zito said of private equity in previously unreported comments. Apollo said the comment was about software companies.
Marc Rowan is not trying to hide the private-credit pain. At Bloomberg Invest in New York on Tuesday, March 3, the Apollo Global Management CEO said the $1.8 trillion private-credit industry faces a ...
14don MSN
Here's how private credit bosses are defending their software bets as markets scrutinize Blue Owl
As redemptions jump and AI fears swirl, private credit giants defend their software bets.
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