The tech sector has an outsize presence in loan portfolios, raising the risk of contagion.
Software stocks are down sharply, but loan pricing has barely moved—leaving Morgan Stanley cautious, with BDCs the most exposed.
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AI‑led software selloff may pose risk for $1.5 trillion U.S. credit market, says Morgan Stanley
By Siddarth S Feb 10 (Reuters) - Concerns that artificial intelligence could disrupt large parts of the software industry have started to spill into credit markets, Morgan Stanley warned, as software ...
A group of banks led by Deutsche Bank AG has been unable to sell about $1.2 billion of loans backing the acquisition of a ...
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