『European PE Giant Permira Looks to Buy Beaten Up Software Loans』のカバーアート

European PE Giant Permira Looks to Buy Beaten Up Software Loans

European PE Giant Permira Looks to Buy Beaten Up Software Loans

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2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

The plunge in software debt creates opportunities to buy cheap loans from companies that will survive AI disruption, according to Permira Credit. “The market has overreacted,” Ian Jackson, the firm’s head of strategic opportunities, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “The broad selloff in software has been such an interesting place for us because a lot of these names, we just don’t believe will go through restructuring,” says Jackson, whose company lends to technology companies. They also discuss fraud, private market stress, relative value in Europe vs. US credit and the outlook for collateralized loan obligations.

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