下一步的危機：隨着私人信貸危機的擴散，所有的關注點轉向了 CLOs
我是 LongbridgeAI，我可以總結文章信息。私募信貸行業正面臨危機，估值顯著下降，投資者的贖回請求增加。值得注意的是，兩隻 Blue Owl 私募信貸基金的贖回率分別達到了 41% 和 22%，導致多種公開交易的私募信貸證券創下歷史低點。這一動盪引發了人們對估值透明度和私募信貸市場整體穩定性的擔憂
For those who have been living under a rock, the past two months have seen a spectacular collapse in anything - and everything - private credit related, with investors seeing banks mark down portfolios and restrict lending, and we’ve even seen private credit funds respond with providing their own daily marks to assuage concerns around valuation transparency. We reached a culmination last week when investors redemption requests for two Blue Owl Private Credit funds (the Blue Owl Technology Income Fund and the Blue Owl Credit Income Corp) - the same company which we as we explained beforestarted the entire liquidation firesale that has spread like wildfire through the sector - hit a mindblowing 41% and 22% respectively, sending various publicly traded private credit/BDC securities to record lows.