Investors

Concerns over changes that may be made to capital gains tax have put private equity firms on red alert – with knock-on effects for the private debt industry. PDI discusses developments with Claire Madden of Connection Capital.

A huge pool of insurance industry money could be headed for private debt but there are many levels of complexity for fund managers to navigate. Insurance and debt insiders talk to about the potential benefits and challenges of partnering up.

It’s a topic that will be under consideration at our upcoming PDI Germany Forum: the likelihood of risk-averse investors being tempted by private debt’s ‘next big thing’.

Rating agency identifies market bifurcation, notes weakest credits are being left out of activity.

Insurance companies are already private debt’s most committed supporters, but the relationship has the potential to deepen further.

The latest PDI Investor Report tracks the biggest allocators to private debt and found many remain heavily underallocated.

In a podcast released this week, Raymond Wright of London CIV broaches the issue of systemic risk in private debt. If LPs are concerned, GPs should be too.

In the latest Private Debt Investor Podcast, Raymond Wright of London CIV tells of his wariness around loans passing from regulated bank balance sheets to an unregulated market. But he has high hopes for the asset class in areas such as asset-based finance and secondaries.

Regulatory concerns focus on private debt’s perceived growth into new areas – but capital is flowing into an already well-trodden part of the market.

The deal follows a number of major commitments to European private credit from the Abu Dhabi sovereign wealth fund.