ARES in “Wall Street Reclaims the Credit Machine”
Ares Management Corporation
Ares' large direct-lending franchise could face tighter spreads, weaker lender protections and tougher fundraising as regulated banks re-enter leveraged credit.
ARES impact map — “Wall Street Reclaims the Credit Machine”
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
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Full story
Wall Street Reclaims the Credit Machine
Deregulation and a reopened deal market are shifting bargaining power back toward banks, brokers and advisers.
BEAR side — Ares' large direct-lending franchise could face tighter spreads, weaker lender protections and tougher fundraising as regulated banks re-enter leveraged credit.
Read the full Wall Street Reclaims the Credit Machine 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.
- Treasury Yields & Debt
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- Viewing
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.