In the Gaps: Ares Alternative Credit Newsletter - Winter 2025

In the latest edition of In the Gaps, we’re building upon some of the themes we discussed in our last edition, zooming out to make the supply-demand picture a little clearer. We’re sharing insights into a few sectors affecting tides of capital, like digital infrastructure and consumer finance. Finally, we defy gravity a little with some lessons learned from last quarter’s Spirit Airlines bankruptcy. The newsletter also spotlights Rocket Learning, an organization focused on early childhood education in India working to ensure that all children, regardless of income or background, can access quality early childhood education tools in their formative years. Members of our team recently had the opportunity to see Rocket Learning’s impact first-hand, and we could not be more excited to share more of their story with you.