Reading List
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (Bloomberg) from Techmeme RSS feed.
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS (Bloomberg)
Bloomberg:
Nomura: total returns for software debt in collateralized loan obligations have been lower than all other sectors in 2026, amid fears about AI's impact on SaaS — Amid broad euphoria in credit markets, one type of debt is facing growing fear. — Software companies, larded up with debt …