The Insight by Oaktree Capital Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
Oct 30, 2024
A deep dive into the evolving landscape of lending reveals how regulatory changes are pushing traditional banks away from corporate lending. As a result, alternative capital providers are stepping in, especially in asset-backed finance. The conversation touches on exciting growth sectors like aircraft leasing and consumer credit. Additionally, they delve into broader trends such as the implications of the Fed's first interest rate cut and a resurgence in M&A and LBO activities, along with the growing prominence of PIK financing.
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