Analysis

Octaura, a trading platform, aims to address worrisome inefficiencies in syndicated loans markets and CLOs through its new ‘Insights Platform’.

Apollo Debt Solutions saw gross outflows of $400m for the second quarter of 2026.

The creditor trio will inject $150m to reduce Medallia debt, in addition to $500m from the company to invest in AI efforts.

But cap raises at the top five perpetual life BDCs declined 50% year-on-year and profitability is pressured.

The top three exposures in the publicly traded technology BDC are software, software apps and healthtech.

Blackstone, facing 10% redemption requests, adds to the recent spate of redemption limits from BDCs as outflows rise.

Although AI disruption and other threats remain increasingly relevant, Houlihan Lokey data shows resilient portfolio dynamics.

Both BDCs will retain their investment-grade ratings despite the pessimistic near-term outlook.

Two reports agree on the challenges and apparent ‘calm’ of 2026, but suggest different views of what comes next.

The latest vintage of the series, which previously held rights to Taylor Swift’s catalogue, continues its focus on acquiring cashflow-generating assets.