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05.06.26 - 10:42
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Private Credit: Die Fünf-Prozent-Falle (Das Investment)
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Blackstone deckelt die Rückgaben aus seinem größten Fonds – und die Aktie springt acht Prozent. Warum die Wall Street nun ausgerechnet die Schranke feiert.Am Donnerstagnachmittag, dem 4. Juni 2026, teilte Blackstone mit, dass es die Anteilsrückgaben aus seinem größten Fonds erstmals begrenzt. Anleger wollten zehn Prozent abziehen, der Konzern lässt nur fünf zu. Eigentlich eine schlechte Nachricht. Doch die Blackstone-Aktie sprang um rund acht Prozent, der beste Wert im gesamten S&P 500 und der stärkste Tag seit April 2025. Blue Owl, KKR und Ares legten jeweils fast sechs Prozent zu. Das ist das Paradox dieser Woche. Noch im Frühjahr hatte jede Meldung über gedeckelte Rückgaben die Kurse der Vermögensverwalter absacken lassen; einen Tag zuvor war......
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04.06.26 - 22:48
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Private Credit Deterioration Slow, Contained: Robson (Bloomberg)
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Meghan Robson, head of US credit strategy at BNP Paribas, and Sonali Pier, portfolio manager: multi-sector credit at PIMCO, join Katie Greifeld on "Bloomberg Real Yield." Cliffwater, Blackstone, and Partners Group all capped certain fund redemptions this week. The moves put private markets back into the spotlight. (Source: Bloomberg)...
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04.06.26 - 20:54
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Private Credit′s Resurgent Redemptions (Bloomberg)
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Bloomberg's Katie Greifeld and Olivia Fishlow speak with Jason Dillow, co-head of US private credit & head of US opportunistic credit at Man Group, on "Bloomberg Real Yield." Cliffwater, Blackstone, and Partners Group all capped certain fund redemptions this week. The moves put private markets back into the spotlight. (Source: Bloomberg)...
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04.06.26 - 20:31
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Liftoff Mobile CEO Talks IPO, Advertising and Strategy (Bloomberg)
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Liftoff Mobile CEO Jeremy Bondy discusses the company's IPO and strategy on "Bloomberg Open Interest." Shares in Liftoff, a Blackstone-backed company, climbed 21% in their debut after raising $437 million in the company's second attempt at going public this year. (Source: Bloomberg)...
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04.06.26 - 20:12
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Broadcom Sparks AI Rally Fears | Open Interest 6/4/2026 (Bloomberg)
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AI euphoria hits a reality check as Broadcom's weak outlook reignites fears the chip-fueled rally has gone too far. Plus, Jamie Dimon pitches the SpaceX IPO to the bank's high-net-worth clients. Blackstone's private credit fund limits redemptions for the first time, VistaJet's Leona Qi join us on the private aviation boom, Ciena CEO Gary Smith joins "Bloomberg Open Interest" on surging AI network demand, and Education Under Secretary Nicholas Kent discusses the future of struggling colleges.
Get a jump start on the US trading day with Matt Miller and Dani Burger on Bloomberg Open Interest. (Source: Bloomberg)...
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04.06.26 - 17:57
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Blackstone′s Private Credit Fund Joins Peers In Gating Investors After Surge In Redemptions (ZeroHedge)
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Blackstone's Private Credit Fund Joins Peers In Gating Investors After Surge In Redemptions
The private credit gates are shutting all over again.
After virtually every marquee private credit fund limited withdrawals after being flooded with redemptions requests in Q1, we are seeing more of the same as the second quarter rolls out.
And two days after Cliffwater LLC capped redemptions at 5% after investors requested 17% to be returned, a jump from the 14.0% in Q1 (which was also gated at the 5%) limit, this morning Bloomberg reports that Blackstone has also limited redemptions from its flagship private credit fund for the first time after investors sought to pull 10% of the shares, the latest such fund to cap withdrawals amid a continued investor exodus.
The $79 billion Blackstone Private Credit Fund told shareholders that it would return 5% of its shareholders' money, according to a filing
Thursday. During the previous quarter, the fund allowed investors to redeem a record 7.9% after tapping...
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04.06.26 - 16:54
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Partners Group: Investorenflucht bringt Schweizer Private-Equity-Fondshaus in Schwierigkeiten (Manager-Magazin)
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Investoren der Partners Group werden nervös, sie wollen Milliarden aus Private-Equity-Fonds abziehen. Die Partners-Group-Aktie rutscht an der Schweizer Börse kräftig ab – auch Papiere von Wettbewerbern gerieten unter Druck... --- Bisher hatten sich die Investoren vor allem auf Probleme bei sogenannten Private-Credit-Fonds konzentriert, über die Nicht-Banken an Unternehmen Kredite vergeben. Sie sorgen sich um undurchsichtige Bewertungen, laxe Kreditvergabestandards und die Frage, wie Softwareunternehmen, die viel Kapital erhalten haben, die Herausforderungen durch künstliche Intelligenz (KI) bewältigen..
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