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Apollo’s Zelter Says Insurers Are Moving Past Private Credit to Asset-Based Deals
Apollo Global Management believes the insurance industry is moving beyond direct lending and private credit into asset-based finance (ABF) and doesn’t see a “bubble.”
KKR’s Bizarro Berkshire Plan
Moody’s doubles down on credit/climate, GIC Re will follow the models.
Climate Risk's Cracked Rearview Mirror
"Stationarity is even more dead than it was a decade ago."