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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.
The overturning of a plan to increase SEC oversight leaves private debt continuing to attract scrutiny from a wide range of organisations – including LPs.
Whether managers in the asset class are sufficiently incentivised has become a point of contention.
PDI discusses the role of subordinated debt with Brookfield Asset Management's infrastructure debt co-head Ian Simes.
The Australian sovereign wealth fund’s total portfolio approach means it does not have set allocations, and every investment class – including private debt – is in competition for dollars at any given time. PDI discusses this approach and its implications with James Waldron and Shikha Gupta.
run away, quit, retreat, exit, door
Amid a revived broadly syndicated loan market, private debt firms must decide whether to keep competing.
Kofi Asumadu, Afreximbank
Trade finance bank Afreximbank is attempting to drum up support for infrastructure projects across the continent from private debt firms and institutional investors. PDI met director Kofi Asumadu to find out more about its work across 52 African countries.
Stephan Caron, BlackRock
M&A activity will pick up as borrowers and lenders gain confidence from a more stabilised rate environment, says the firm's head of European mid-market private debt.
A businessman holding a briefcase surfing a dollar sign
The next wave of private debt is just starting to build – and it’s called asset-based lending. But supply of GPs is not yet keeping pace with demand from LPs.
Lenders accustomed to the ultra-low rate environment have had to adjust quickly to very different circumstances.
So much has changed in the private debt world over the last year or so, and Europe has its own particular set of challenges. Delegates at our Europe Summit this week tuned in to the key talking points.

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