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?”
经历了艰难的2025年后，私募信贷行业的老板们对失去围绕自己公司的叙事权感到沮丧。9月，蓝鸮资本(Blue Owl Capital)的一位高管纳闷公司股价为何今年下跌了25%，此人在一个行业会议上问道：“这对我来说完全不合逻辑……我到底错过了什么？”
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