(HedgeCo.Net) Ares is at the center of the market’s biggest private-credit debate: how to price risk when AI might disrupt software business models, and software has been a meaningful borrower segment for private lenders. Ares’ response has been direct: software exposure is limited, underwriting discipline remains intact, and dislocation can create attractive entry points—especially in opportunistic credit and secondaries.
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Ares reported assets crossing the $600 billion ma...
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