Andy Thomson
With borrowers having been put under pressure by rising rates, managers face some tough decisions on whether to sell or stay the course.
A revived syndicated market and glut of refinancings appear to be challenging notions of problem loans engulfing the market in the years ahead.
Amid concerns over pressure on existing loans and revived competition from the syndicated market, there is still an overall positive tone at the PDI Germany Forum in Munich.
Investor faith in the asset class has been preserved, even through challenging times.
Our annual Global Investor 75 ranking shows which investors are committing the most to the private debt asset class.
The shift from direct lending to speciality finance, adapting to ESG requirements and responding to regulatory scrutiny: these are some of the evolutionary steps being taken by private debt. Five investors share their thoughts on changing times.
With the interest rate environment once more the talk of the town, private debt will have to adjust to another new reality.
LP Perspectives provides countless insights into the way allocators are thinking. Please help us make this year’s version bigger and better than ever.
Four limited partners at the PDI New York Forum seemed satisfied with what their portfolios were delivering, but wanted more deployment and had some concern over deal terms.
Protecting certain types of investors might come at the price of taking away one of private debt’s key competitive advantages. City of Stamford investment and pension expert Eric Newman ponders the dilemma.