PIMCO:财富管理公司正逐渐撤离私募信贷

格隆汇
Aug 18
太平洋投资管理公司(PIMCO)总裁斯特拉克表示,由于今年多家大型直接贷款基金突然限制赎回,财富管理公司正撤离私募信贷,并加紧寻找替代品。他指出,财富管理分销商不愿也无法再销售直接贷款型私募信贷零售产品。多数商业发展公司(BDC)约有15%的管理资产在退出排队中,需数个季度才能消化。据估算,超145亿美元投资者资金被困于十多家基金。同时,部分BDC中积累了大量问题贷款,尤其是2027-2028年到期的软件行业贷款,而软件业在2028-2029年面临3860亿美元银团贷款到期再融资挑战,预计未来几年违约率将上升。

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