Private Credit Faces Record Redemption Crisis Amid AI Market Rotation
Major private credit funds hit record redemption requests (14% at BlackRock's flagship), with firms capping withdrawals as AI disruption hammers software and real estate exposures. This coincides with broader AI-driven rotation that's pushed software stocks down 27% and utilities to elevated multiples on data center power demand.
Liquidity stress in private credit could amplify market volatility while AI disruption reshapes sector valuations and infrastructure investment flows.
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