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Private Credit’s Growing AI Bet

by Brian Payne, Chief Strategist  

The AI trade has broadened beyond Public Markets, pulling Private Credit deeper into the ecosystem. Investors are right to understand their overlapping exposures between Public Equities, Venture Capital, Data Centers, and now Private Credit. However, risks from rising Venture Capital Debt and Asset-Based Lending are going unnoticed.

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BCA Research | Private Markets & Alternatives

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