‘Scary’ market turmoil makes investors wary of UK private equity

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‘Scary’ market turmoil makes investors wary of UK private equity via IrishTimesBiz

A continental European asset manager declined to invest in a UK private equity fund, citing “the current turmoil” in the country and saying they would not look at British funds for the foreseeable future, said Sunaina Sinha Haldea, global head of private capital advisory at Raymond James.

Investors “don’t know how this is going to play out so [are] not going to make any long term or short term investment decisions at the moment”, she said. Many investors find that when they sell their publicly traded assets or see their value fall, they also have to sell private ones such as stakes in buyout and private credit funds because of a phenomenon known as the “denominator effect”.

“New commitments to unlisted assets are being reconsidered or paused at the moment”, he said. “The bigger issue is whether you allocate at all [to private funds] because of the illiquidity of the underlying assets.” Some could pause commitments for the next six months, he said.

 

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