Research
ARCC Stock: Why Private Credit Default Risk Just Doubled
UBS Mish projects private credit defaults at 14-15% in AI-disruption tail scenario versus current 4.5%. ARCC has structural absorbers but limited cushion.
OBDC
Blue Owl Capital Corporation
Price as of Jul 20, 2026
OBDC analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
UBS Mish projects private credit defaults at 14-15% in AI-disruption tail scenario versus current 4.5%. ARCC has structural absorbers but limited cushion.
Research
Cliffwater 17% and Partners Group 24 hours apart turn the retail private-credit redemption signal from idiosyncratic into systemic.