KKR & Co

KKR

Market cap $89.5B

SEOUL, South Korea--(BUSINESS WIRE)--KKR and Samsung SDS Form Strategic Partnership to Drive Long-Term Value Creation.

Private equity is circling REITs as discounts to asset value remain unusually wide. Some beaten-down infrastructure names may still have meaningful upside despite recent rebounds. We think two REIT targets stand out as especially likely takeover candidates.

Sandisk, the S&P 500's top performer this year, was a big winner Monday. But s notable 2026 laggards such as Oracle rallied hard.

Seven high-yield fixed income CEFs—ARDC, BGH, BIT, GHY, KIO, OPP, WDI—currently trade at wider-than-average discounts, offering yields from 10% to 14%. Market fears over private credit and macroeconomic uncertainty have pressured prices, creating potential buying opportunities for long-term income investors. These funds diversify across senior loans, high-yield bonds, CLOs, and MBS, balancing floating and fixed-rate exposure to manage interest rate risk.

Swiss contract drugmaker PolyPeptide Group AG is attracting potential takeover ​interest from private equity firms ‌including EQT AB and KKR & Co. , Bloomberg News reported on Friday, citing people ​with knowledge of the matter.

PHILADELPHIA and NEW YORK, April 9, 2026 /PRNewswire/ -- FS KKR Capital Corp. (NYSE: FSK) announced today plans to release its first quarter 2026 results after the close of trading on the New York Stock Exchange on Wednesday, May 6, 2026. FSK will host its first quarter 2026 results conference call via live webcast on Thursday, May 7, 2026 at 9:00 a.m.

Marathon Asset Management Chair and CEO Bruce Richards explains why he sees a correction in direct lending. Speaking on "Bloomberg The Close," Richards says software has the biggest problems in the direct lending, expecting the default rate to go to 15% in that sector.

Strengthens balance sheet to support commercial readiness and planned U.S. launch of AD109 oral pill for the treatment of Obstructive Sleep Apnea (OSA) On track to submit New Drug Application (NDA) for AD109 later this quarter CAMBRIDGE, Mass., April 6, 2026 /PRNewswire/ -- Apnimed, Inc., a pharmaceutical company developing novel oral therapies for obstructive sleep apnea (OSA), today announced that it has entered into a senior secured credit facility for up to $150 million with funds managed by HealthCare Royalty Partners ("HCRx").

Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.

KKR remains a strong buy despite recent underperformance and sector-wide private credit fears, with shares trading near 52-week lows. KKR's long-dated, gated AUM structure ensures durable, stable fee revenue, largely insulated from immediate private credit market stresses. The recent $23 billion North American private equity fundraise, exceeding targets, demonstrates robust institutional demand and supports forward revenue growth.