The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives – Monetary Matters with Jack Farley
The 2026 Private Credit Liquidity Crunch | Leyla Kunimoto on Redemptions in Semi-liquid Vehicles, Private/Public BDCs, and the Future of Alternatives
$BX - Blackstone and other alternative asset managers face fee revenue pressure as redemptions cap their semi-liquid funds and new capital inflows are expected to slow meaningfully.
$PRIVATECREDIT - Private credit funds face redemption pressures with many capping withdrawals, and new capital inflows expected to slow significantly as advisors hesitate to allocate to capped funds.
$PRIVATEEQUITY - Private equity is more concerning than private credit due to lack of visibility into assets and being junior in capital structure to private credit lenders.