KKR & Co. chief financial officer Rob Lewin told Bloomberg Television that the firm views the current private credit market as compelling, even as investors grow cautious.

Lewin said that institutional investors are reaching out, asking whether the recent pullback in the private wealth space signals a good entry point for direct lending. He answered affirmatively, noting KKR’s confidence in the sector’s resilience.

The comments arrive amid broader concerns over artificial intelligence’s impact on software companies, yet KKR’s stance suggests it believes risk adjustments are manageable. Investors should note the firm’s bullish outlook as it navigates a shifting landscape, indicating a potential uptick in private credit activity.