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Private Market Titans Warn of Coming Pain as Credit Cracks Widen
Analysis March 03, 2026 at 08:22 PM
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What You Need To Know
- Analysts are warning default rates could soar if AI disrupts corporate America as much as some experts expect.
- Investors in both private credit and private equity are in for “a painful 18 to 24 months,” Soros Fund Management CIO Dawn Fitzpatrick says.
- A drop in valuations could pose a new risk for some funds that have borrowed against their holdings.
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