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.  

WOMEN IN VC

Women in VC Part I: Q&A with Kate Bingham, managing director, SV Health Investors

Women in VC Part I: Q&A with Kate Bingham, managing director, SV Health Investors

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. First up is Kate Bingham, managing director of SV Health Investors, which invests in biotech, digital health companies, medical devices and healthcare services.

GUEST ARTICLE

How the pandemic can shift our tech habits

How the pandemic can shift our tech habits

One of the few positive effects of the pandemic is that it provides an opportunity to shift some bad habits and build some better ones. According to Jamie Nascimento, co-founder at LemonTree Software – the first low-code development platform for financial services with an alternative asset investment solution – the pandemic has exposed workarounds that many of his clients have in place, as their software didn’t deliver against their needs during lockdown. In this feature he explores the possibility of changing your habits, particularly tech habits, during a time when everything is in flux.

THE NEW NORMAL

"The current macro disruption is ongoing, and it’s not yet clear when it will end" – Q&A with Michael Kalb, co-founder and managing partner of Navaid Equity Partners

"The current macro disruption is ongoing, and it’s not yet clear when it will end" – Q&A with Michael Kalb, co-founder and managing partner of Navaid Equity Partners

Navaid Equity Partners was founded in Fort Lauderdale (pictured), Florida in July this year to invest in quality businesses in solid industries where there’s potential for growth in the underlying business, but where the business is facing some external type of disruption. The firm focuses on small to medium sized businesses with revenue up to USD 500 million in industries with strong fundamentals and future growth potential.