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Private-Asset Managers Face Slow Recovery Amid Market Decline

2/25/2026

46 4 Full Breakdown

Summary

Story summary

Shares of large private-asset managers peaked in late 2024 or early 2025.
Despite a potential market recovery as AI disruption fears ease for software companies, investors should not expect a quick rebound for these managers.
These firms own and lend to software companies, placing them at the intersection of tech demand and financing.
Their shares have declined significantly, more sharply than many other market segments in recent sessions.

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Story summary

Shares of large private-asset managers peaked in late 2024 or early 2025.
Despite a potential market recovery as AI disruption fears ease for software companies, investors should not expect a quick rebound for these managers.
These firms own and lend to software companies, placing them at the intersection of tech demand and financing.
Their shares have declined significantly, more sharply than many other market segments in recent sessions.