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Allvue’s Ryan Crowell takes a look at a private debt fundraising market that he believes is experiencing a second wind.
Many GPs have had a good crisis so far, but they need to be alive to LP sentiment on the big issues of the day.
Investors are impressed by performance and keen to commit to local managers. Could this be the turning point for private debt in the region?
The private debt deal market is picking up as confidence grows, but there still may be a long journey back to normal.
Prior to the pandemic, it was commonly believed that a crisis would allow a reset of deal documentation in which the balance of power would shift from borrower to lender. So far, there’s little sign of it.
Our latest survey suggests private debt investors are keen to avoid overconcentration in their portfolios.
Last year was not great for managers seeking capital for private debt, but there are plenty of indicators that more fruitful times lie ahead.
The global health crisis may have come out of the blue, but some things are a little easier to foresee. Here are some themes we think will make headlines repeatedly in our coverage.
This year has seen small company financing dominated by state-backed schemes. But as they come to an end, fund managers can reclaim lost territory.
Distressed debt firms will be hoping to win big in our awards, which were launched this week. But some warn that LPs could lose out if the opportunity set is delayed much longer.
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