Private Markets Hit a Physical Bottleneck - Mpelembe Network

Churchill’s Schwimmer: Private Markets in ‘Platinum Era'

During the countdown to the market close, Romaine Bostick highlighted the recent surge in private debt defaults, noting that Fitch Ratings reported a record 6% default rate among 1,300 US private debt borrowers in the second quarter. Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill Asset Management, acknowledged the challenging environment reflected in the rising defaults but expressed optimism about improving conditio…

Private markets hit a physical bottleneck - Mpelembe Network

From Hyperscaler Debt to Emerging Market Tailwinds: The Macroeconomics of the AI Supercycle. Mon , Aug 03 2026 /Mpelembe Media/ —The current macroeconomic landscape is dominated by an unprecedented artificial intelligence capital expenditure boom, with hyperscalers projected to invest up to $1.4 trillion annually by 2027 to fund data centers, advanced packaging, and energy grids. This massive concentration of tech spending is currently masking b…