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The technology sector (XLK) now trades near a 20x P/E, matching the S&P 500, while offering over 50% higher consensus long-term earnings growth. Recent market selloff, driven by geopolitical and macro concerns, presents a selective buying opportunity, especially in tech and certain high-yield names.

Investment firm Thoma Bravo took Medallia private in a 2021 leveraged buyout.

Scale-driven stability meets insurance-backed growth as both Blackstone and KKR battle private credit headwinds and long-term opportunity.

The concerns about private credit largely center around non-banks making direct loans. One reason the sector has come under scrutiny is that it lends heavily to the beaten-down software sector.

Blackstone has invested $250 million in Advanced Digital Gaming Technology, a new payments and data intelligence technology platform based in the ​United Arab Emirates, the asset manager said in a statement ‌on Thursday.

Shares of Brookfield Corporation and Blackstone have tumbled amid concerns about the private credit sector. Brookfield has a top-tier credit platform and several growth drivers beyond that sector.

A wave of investor withdrawals and concerns over deteriorating loan quality are forcing asset managers to cap redemptions in their private credit funds. But strategists say a rise in defaults could help flush out bad loans, bringing a painful but ultimately healthy reset for the sector.