Experts Are Scared the Private Credit Bubble Is About to Pop

With investor withdrawals on the rise, is it about to get much harder for businesses to borrow money?

BofA Survey: AI Bubble Just Became the Biggest Worry for Credit Investors

The survey reveals 23% of institutional credit investors say an artificial intelligence (AI) bubble is their biggest worry.

'There is no private credit bubble' says Hamilton Lane

Private markets investment management firm Hamilton Lane HLNE said it does not believe there is a private credit bubble in its most recent 2026 market overview. “With the increased capital available, ...
Business Insider

4 tips for investors looking to protect themselves from bursting bubbles in AI and credit

Bubbles in AI and credit are beginning to burst, according to David Roche. The ex-Morgan Stanley research chief said he believed the bubbles could inflict "serious" damage to the economy. His own ...
Seeking Alpha

What they're saying about an AI bubble impacting credit markets

Credit investors have reportedly become increasingly concerned about the potential impact of an AI bubble on credit markets. Bank of America (BAC) said Monday its January client survey showed that 23% ...