Investors

Investors look for managers with the talent, capacity and experience to ride out market volatility, writes James Williams.

PDI’s LP Perspectives 2023 Study finds investor sentiment holding up despite the uncertainty.

LPs are deterred by the speed that it takes to evaluate opportunities.

Inflation and interest rates enter investors’ list of top three worries this year, as fears of a recession persist.

A liquidity squeeze and ever-larger fundraises from established rivals have created a difficult environment for emerging managers, but optimism remains

Fund managers are making progress on ESG, according to our latest Perspectives study. But on DE&I issues, investors are far from happy.

With tough times ahead, investors are assessing their strategic options. Most will stay the course in private debt one way or the other.

As the plain vanilla part of the private debt market comes under pressure, investors are turning their attention to more specialised approaches.

New allocation, including to direct lending, gives role to debt and other 'opportunistic strategies' in search of 6.8% yield.

A confluence of factors seems to be setting up the credit markets for some rough going, and it appears that private debt won’t escape unscathed this time around.