Calpers Unfazed by Software Stress in Private Credit, CEO Says

Market Intelligence Analysis

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Why This Matters

Calpers, the largest US public pension, is not concerned about the impact of AI on the private credit market, despite potential stress in the software sector.

Market Impact

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

Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The largest US public pension isn’t fazed about tremors in the private credit market driven by artificial intelligence’s potential threat to software, according to its chief executive officer, Marcie Frost.

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Original article published by Bloomberg on February 26, 2026.
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