ARES in “Treasury Yields & Debt”
Ares Management Corporation
Costlier bank and bond financing can push more borrowers toward Ares' private-credit strategies at wider spreads.
ARES impact map — “Treasury Yields & Debt”
How this story travels from the headline to ARES’s own business — positive, negative or mixed, direct or indirect, the mechanism, and how strong the exposure is.
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Price history, marked with story events
Oct 20, 2025 – Oct 19, 2026 · 251 sessions
Prices updated during market hours · refreshed about every 30 minutes while the market is open · delayed data, not for trading decisions
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Full story
Treasury Yields & Debt
Heavy federal borrowing keeps the term premium—and capital costs—higher for longer.
BULL side — Costlier bank and bond financing can push more borrowers toward Ares' private-credit strategies at wider spreads.
Read the full Treasury Yields & Debt storyBull side
2 stories- Private Markets Go Mass Market
ARES in “Private Markets Go Mass Market”
FadingExposure: not rated yetAlternatives are escaping institutional portfolios and entering retirement accounts, wealth platforms and evergreen funds.
Ares is strongly positioned in private credit, the alternative asset class most easily packaged as an income product.
- Viewing
ARES in “Treasury Yields & Debt”
FadingExposure: not rated yetHeavy federal borrowing keeps the term premium—and capital costs—higher for longer.
Costlier bank and bond financing can push more borrowers toward Ares' private-credit strategies at wider spreads.
Bear side
1 story- Wall Street Reclaims the Credit Machine
ARES in “Wall Street Reclaims the Credit Machine”
FadingExposure: not rated yetDeregulation and a reopened deal market are shifting bargaining power back toward banks, brokers and advisers.
Ares' large direct-lending franchise could face tighter spreads, weaker lender protections and tougher fundraising as regulated banks re-enter leveraged credit.