Morgan Stanley projects default rates in direct lending will rise to 8% as advances in artificial intelligence disrupt the software industry. The call signals heightened credit stress for private lenders and potential widening of spreads/losses in direct lending portfolios.
Morgan Stanley projects default rates in direct lending will rise to 8% as advances in artificial intelligence disrupt the software industry. The call signals heightened credit stress for private lenders and potential widening of spreads/losses in direct lending portfolios.
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mildly negative
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