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Andy Thomson

Andy Thomson is a Senior Editor at PEI with responsibility for Private Debt Investor, the leading title focused on the world's private debt markets. Andy works closely with team members in London, New York and Hong Kong. He has been with PEI for many years, having worked previously on Private Equity International and Infrastructure Investor.
Fork in the road signs
To some, the rules are simply a means of ensuring private fund managers apply the same principles as other asset managers. To others, they demand a strong defensive response.
Lender-on-lender violence is being seen with increasing frequency as private debt firms show their willingness to be aggressive in stressed scenarios.
The use of sustainability-linked loans is becoming widespread but pricing and valuation can be complex. John Czapla and Adrian Lowery of VRC consider the issues.
A second survey has backed up an existing one in identifying a declining private debt default rate. The omens for portfolio company performance are promising.
Private debt fund managers are struggling to raise capital, but investors have reason to gain confidence in the prospects of the asset class.
Headwinds
In the face of growing cost pressures, there are few signs that private debt borrowers are experiencing widespread distress.
An anti-ESG backlash in some US states has created challenges for private markets managers but there are few signs of ESG moving down the priority list elsewhere.
HPS's governing partner Michael Patterson explains how the firm's attitude towards complexity has been fundamental to its growth.
Photo illustration with computer circuitboard and a padlock
Accelex harnesses artificial intelligence and other technologies in a bid to bring more transparency to the asset class. The firm's Nicole Weder highlights some of the opportunities and challenges.
Rising rates are putting companies under pressure, but predicting widespread distressed activity continues to be a brave bet.
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