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 exec says private equity software valuations ’all wrong’

Apollo Global Management executive John Zito told UBS clients last month that private equity firms are broadly misstating the value of their software holdings, warning that lenders could face ...

Apollo economist flags $40B debt cliff for software sector amid AI disruption

Apollo Global Management’s chief economist, Torsten Slok, is warning that the software industry could face mounting financial pressure later this decade as a significant wave of debt approaches ...

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.

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.