After a difficult 2025, private credit bosses are expressing frustration at losing the narrative over their companies. In September, a top executive at Blue Owl Capital wondered why the shares of the company had fallen by 25 per cent for the year, telling an industry conference: “It just makes no sense to me?.?.?.?what am I missing?”
經(jīng)歷了艱難的2025年后，私募信貸行業(yè)的老板們對失去圍繞自己公司的敘事權(quán)感到沮喪。9月，藍(lán)鸮資本(Blue Owl Capital)的一位高管納悶公司股價為何今年下跌了25%，此人在一個行業(yè)會議上問道：“這對我來說完全不合邏輯……我到底錯過了什么？”
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