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25.03.26 - 16:42
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Record Earnings Could Not Stop MS Shares From Falling 6% (24/7 Wall St.)
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One of the biggest names in financial services and investment banking, Morgan Stanley (NYSE:MS) posted a record $70.6 billion in 2025 revenue and an 11.2% Q4 earnings beat, yet Reddit sentiment has collapsed from very bullish scores of 82 to 88 in mid-January to a bearish 28 by late March. The trigger was not the ... Record Earnings Could Not Stop MS Shares From Falling 6%
The post Record Earnings Could Not Stop MS Shares From Falling 6% appeared first on 24/7 Wall St.....
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25.03.26 - 16:00
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Trapped: The Private Credit Exit Door Has Been Locked And Sealed Shut (ZeroHedge)
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Trapped: The Private Credit Exit Door Has Been Locked And Sealed Shut
Submitted by QTR's Fringe Finance
While headlines are fixated on the Iran war and today's “feel good” market rally, it is worth noting that beneath the surface, hours ago credit markets just got worse.
The latest example comes from Apollo, which has been forced to put the brakes on investor withdrawals from one of its largest retail focused funds, according to Bloomberg. Its $25 billion Apollo Debt Solutions vehicle is the latest private credit flaming bag of shit that has hit redemption limits after investors tried to pull more than double what the structure allows.
In other words, investors want out and are being treated like the old ladies on line at the South Philly Acme trying to buy liverwurst and chicken salad at the deli counter. That is, to say, they're being told to take a number.
As I've been documenting, BlackRock recently hit similar limits in its own fund, and Morgan Stanley has been dealing with pr...
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25.03.26 - 14:12
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Alternative Investments: Private Credit in der Zwickmühle – wer die Notbremse zieht (Das Investment)
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Blackrock, Ares, Apollo, Morgan Stanley – immer mehr Asset Manager begrenzen Rücknahmen aus ihren Private-Credit-Fonds. Ein Überblick, wen es trifft und wie stark.Im ersten Quartal 2026 häufen sich die Meldungen: Einer nach dem anderen begrenzen große Asset Manager die Rücknahmen aus ihren Private-Credit-Fonds. Was lange als theoretische Schutzklausel in den Fondsprospekten stand, wird nun Realität – das sogenannte Gating. Der Grund: Zu viele Anleger wollen gleichzeitig raus. Die semi-liquiden Fonds erlauben quartalsweise Rücknahmen, in der Regel bis zu 5 Prozent des Fondsvermögens. Doch die Rückgabewünsche übersteigen diese Grenzen deutlich – ausgelöst durch wachsende Zweifel an der Kreditqualität, dem Bewertungsdruck im Software-Sektor und......
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