Blue Owl, Blackstone and Ares reassure investors on AI risk to software portfolios
Updated
Updated · Bloomberg · Apr 30
Blue Owl, Blackstone and Ares reassure investors on AI risk to software portfolios
7 articles · Updated · Bloomberg · Apr 30
The three private-credit groups said this week they used proprietary scorecards and outside consultants to assess software borrowers' exposure to AI disruption.
Their reviews found vulnerability ranging from minimal to medium, with portfolios described as more insulated from AI-driven pressure than some investors feared.
The reassurances address rising concern that rapid advances in artificial intelligence could weaken software companies' business models and credit quality.
Private credit giants claim AI risk is minimal. Why is the market still in a historic selloff?
Are firms' AI risk models keeping pace with the technology's exponential growth?