Private credit roundup: Insurers step up as liquidity pressures build

Insurers and large institutions are preparing to put more money into private credit markets, a survey showed, even as wealthy investors turn cautious about the illiquidity and regulators scrutinize the industry's growing links ​to insurance balance sheets.

Reuters • Jul 24, 2026

Michael Burry's Chilling Warning as $100 Oil Collides With AI Debt Explosion: 'Not Sure How Much Longer'

Michael Burry is warning about a market collision: rising oil prices, an artificial intelligence debt binge and mounting pressure in long-duration Treasuries.

Benzinga • Jul 23, 2026

Apollo Target easyJet Posts Profit Drop on Lower Demand, Fuel-Price Volatility

Results were dragged by higher fuel prices and lower consumer demand due to the Middle East conflict.

WSJ • Jul 23, 2026

Apollo Global Just Got Kicked Out of the Russell Growth Indexes. Is the Forced Selling a Buying Opportunity?

Apollo Global was booted from the Russell 1000 Growth Index in late June. It was subsequently added to the Russell 1000 Value Index.

The Motley Fool • Jul 16, 2026

Baggage Claim: Apollo's $7.7 Billion Bid to Acquire easyJet

European budget aviation has spent the better part of the year navigating heavy turbulence. Rising jet fuel costs and geopolitical route disruptions have battered public valuations, pushing market sentiment toward distress levels.

MarketBeat • Jul 14, 2026

Apollo Funds Complete Acquisitions of Emerald and Questex, Creating a Scaled, B2B Experiential Events and Media Platform Positioned to Drive Sustained, Long-Term Growth

NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds (the “Apollo Funds”) have completed the acquisitions of Emerald Holding, Inc. (NYSE: EEX) (“Emerald”) and Questex, LLC (“Questex”). The transaction brings together two highly complementary businesses to create a leading B2B experiential events and media platform with enhanced scale, expanded capabilities, and a strong foundation for growth.

GlobeNewsWire • Jul 14, 2026

Apollo Global Management Is Due For Multiple Expansions Despite Private Credit Headlines

Apollo Global Management is analyzed alongside peers KKR, ARES, and BX, focusing on their Q1 2024 10-Q filings. Key topics include fee-related earnings, fundraising momentum, and the impact of market conditions on alternative asset managers' performance. APO demonstrates strong capital deployment and resilient fee streams, supporting a constructive outlook for the stock.

Seeking Alpha • Jul 10, 2026

Apollo to Buy $3.4 Billion Stake in Bayer Contraceptives Business

The asset-management firm agreed to buy a minority stake in Bayer's long-acting reversible contraceptives business.

WSJ • Jul 10, 2026

US direct-lending activity falls even as private credit firms raise more cash

Direct lending by U.S. private credit firms fell sharply in the second quarter even as fund-raising by such firms rebounded, underscoring the deviation between capital raised for the asset class and ​the deal flow to absorb it.

Reuters • Jul 9, 2026

Private Credit's Liquidity Crunch: APO & ARES Cap Withdrawals Again

APO and ARES cap withdrawals again as redemption requests outpace fund limits, highlighting persistent liquidity pressures across private credit.

Zacks Investment Research • Jun 29, 2026