KKR sees opportunity in private credit amid AI-driven investor jitters
Updated
Updated · Bloomberg · May 5
KKR sees opportunity in private credit amid AI-driven investor jitters
8 articles · Updated · Bloomberg · May 5
Chief financial officer Rob Lewin said on Bloomberg Television that institutional investors are asking whether now is a good time to enter direct lending.
He said KKR believes the current environment remains compelling despite a pullback in private wealth demand for private credit products.
The caution reflects concerns that artificial intelligence could disrupt software companies, unsettling investors and creating openings for firms still willing to deploy capital.
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Is the AI-driven 'SaaSpocalypse' a temporary dip for savvy investors, or a permanent shift that will upend the lending world?
As regulators warn of contagion, what are the hidden risks of pushing volatile private credit into mainstream 401(k) retirement plans?