Investors

Investors are looking to expand into new strategies and sector specialisms as focus on the continent intensifies.

European managers say that changes to fund structures are only the beginning of the continent’s retailisation trend.

Co-CEO Marc Lipschultz pushes back on the ‘panic’ narrative, saying it is driven by sentiment, not fundamentals.

Blackstone’s Jon Gray took on the negative headlines around the asset class last week. The importance of a staunch defence against the criticism should not be underestimated.

Adams Street survey finds an expectation of growing allocations from individual investors despite limited awareness of private equity and credit structures.

Primary Wave’s fourth and largest such fund exceeded its original $1.5bn target fundraise and hard cap.

Infrastructure debt is increasingly popular among LPs, particularly those with more established credit portfolios.

The hedge fund and activist investor says it will target public and private BDCs at 30% or more discounts to NAV.

Four factors weigh on the sector: leverage, redemptions, asset quality and the risk of obsolescence by AI.

The UK insurer is talking to managers of collateralised loan obligations as it eyes new areas of private debt. It’s also active in fund finance.