Blue Owl Capital - problems
This is not yet a repeat of 2008. But dismissing it as a nonevent would be a mistake.
Cracks appearing in the private-credit market shouldn’t be ignored.
What happened at Blue Owl should grab every investor’s attention.
Market Financial Solutions
When Market Financial Solutions applied to enter administration on February 20, it did so with all the understatement of a company trying to outrun its own shadow. The Mayfair-based bridging lender, which had built a £2.4 billion loan book over nearly two decades of specialist property finance, described the crisis as a “procedural matter” with its primary banking provider. Within days, the High Court had approved its formal insolvency, creditors had alleged fraud on a staggering scale, and some of Wall Street’s most sophisticated firms were left counting their exposure to a company that, as recently as March 2025, had received a clean audit and posted record profits.
Blackrock impose gating clause on withdrawals
BlackRock $26 Billion Private Credit Fund Limits Withdrawals
Treasury yields spiking as is the price of oil. Strangely people usually rush to government bonds at times of war, but not this time