GUEST ARTICLE

Emerging markets restructurings provide a “triple play” opportunity for investors

Emerging markets restructurings provide a “triple play” opportunity for investors

By Gregory Bowes, co-founder and managing principal and Irene Rivera Calderón, associate at Albright Capital – Thoughtful investors will want to pursue investment strategies that can potentially achieve the equivalent to baseball’s rare “triple play,” ie, (i) attractive risk-adjusted returns, (ii) portfolio diversification benefits, and (iii) positive social impact. Providing restructuring support and/or private credit to EM companies suffering from macro events outside of their control may be such a strategy.

RESEARCH

Private credit managers to provide more than USD100bn of financing during 2020, says ACC

Private credit managers to provide more than USD100bn of financing during 2020, says ACC

Private credit managers will provide more than USD100 billion of financing during 2020 as economic uncertainty and low interest rates are reducing the attractiveness of traditional fixed income assets, according to research published by the Alternative Credit Council and Allen & Overy.  

PODCAST

In conversation with Emily Pollock, Alternatives Director at Schroders

In conversation with Emily Pollock, Alternatives Director at Schroders

Listen in to PEWire's podcast with Emily Pollock (pictured), alternatives director at Schroders, to find out how consumption patterns will change in the "new normal", as well as her view on the potential for “buy-and-build” strategies in Europe and why she believes European private equity is well positioned for some of the shifts in the current environment.

WOMEN IN VC

Women in VC Part III: Q&A with Itxaso del Palacio, partner at Notion vc

Women in VC Part III: Q&A with Itxaso del Palacio, partner at Notion vc

To mark Ada Lovelace Day, an international celebration of the achievements of women in science, technology, engineering and maths (STEM), PEWire is publishing a mini-series of three Q&A interviews with women working in venture capital. Third up is Itxaso del Palacio, Partner at London-based Notion vc, which invests in enterprise technology and B2B SaaS companies at Series A stage across Europe.

WOMEN IN VC

Women in VC Part II: Q&A with Christine Hockley, director of investments at British Patient Capital

Women in VC Part II: Q&A with Christine Hockley, director of investments at British Patient Capital

To mark Ada Lovelace Day, an international celebration of the achievements of women in science, technology, engineering and maths (STEM), PEWire is publishing a mini-series of three Q&A interviews with women working in venture capital. Second up is Christine Hockley, director of investments at British Patient Capital which makes long-term investments in innovative companies across the UK.

BOLT-ON Acquisitions

PE sponsors see strong bolt on activity in US middle-market

PE sponsors see strong bolt on activity in US middle-market

Bolt-on acquisition activity has remained robust and proven to be a key feature of deal activity, despite Covid-related inertia in the broader buyout space. As Bloomberg data reveals, there were only two buyouts completed between April and June, one of which was Clayton Dubilier & Rice’s acquisition of Radio Systems. But for PE sponsors with platform companies in their portfolios, and an eye on consolidation opportunities, 2020 appears to have been very much a case of ‘business as usual’.