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Apollo Chief Economist warns of a $40 billion software sector maturity wall in 2028, dominated by lower-rated B- credits and vulnerable to refinancing risks amid AI disruption and persistent high interest rate environment.

Apollo Global Management Apollo Academy Torsten Slok PitchBook LCD Morningstar LSTA US Leveraged Loan Index
apolloacademy.com · akyuu · 1 day ago · details · hn