Arini CIO Expects Defaults, Disruption in Credit Markets Around Software

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Arini CIO expects defaults and disruption in credit markets due to increased cost of capital for companies, potentially leading to significant defaults and market dislocation.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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"We will not need to see the disruption to see some of the issues,” said the founder and chief executive officer of Arini Capital Management in an interview. “The market always gets ahead of it. The immediate issue that we see is the increase in cost of capital for a lot of these companies which will eventually lead to significant defaults, disruption and dislocation in credit markets.”. He speaks to Ruth David for Bloomberg Television in London. (Source: Bloomberg)

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Original article published by Bloomberg on February 24, 2026.
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