Intro

In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Credit), Brendan Beer (Co-Portfolio Manager, Structured Credit and Asset-Backed Finance) and Jennifer Marques (Head of Strategy and Structuring, Asset-Backed Finance) discuss topics from the recently published Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?  They examine the current state of the credit markets, narrowing in on the evolution of one growing area of private credit, asset-backed finance.  They explore the shifting lender base of this unique asset class, assess how ABF differs from corporate direct lending, and look at several prominent sectors within this broad universe.