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Arini CIO Expects Defaults, Disruption in Credit Markets Around Software

February 24, 2026 at 08:29 AM
By Bloomberg
Arini CIO Expects Defaults, Disruption in Credit Markets Around Software
"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)

💡Analysis & Context

"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 int "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 int Monitor developments in Arini for further updates.

📋 Quick Summary

"We will not need to see the disruption to see some of the issues,” said the founder and chief execu

"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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