Software Maturity Wall | Torsten Slok's The Daily Spark | Apollo Global
First, there was a lot of chatter about the Treasury Debt Maturity Wall. Now add Software to that.
Apollo: Software faces a massive $40 billion maturity wall in 2028, dominated by lower-rated B- credits, exposing the sector to refinancing risks amid AI disruption and rates higher for longer, see chart.
References
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