Alternatives Investment Outlook - Private Credit: Asset-Based Finance Shines as Lending Landscape Evolves
whatshot 8 snips
Dec 13, 2024
Delve into the exciting shift in the lending landscape as traditional banks cede ground to a more diverse financing ecosystem. Discover how private credit investors are capitalizing on new opportunities across various sectors. The discussion also highlights the lasting impact of the financial crisis and the growing collaboration between private capital and banking institutions. It's a dynamic look at how asset-based finance is reshaping investment strategies.
17:05
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Asset-Based Finance Opportunity
Asset-based finance, a $20 trillion market, is a high-conviction investment theme.
Key sectors include residential mortgages, consumer lending, aviation finance, and data infrastructure.
insights INSIGHT
Banking Sector Challenges
Banks face tighter regulations and rising interest rates, impacting capital and lending costs.
This leads to balance sheet trimming and a focus on risk mitigation.
insights INSIGHT
Private Capital Opportunities
Banks seek balance sheet partners and non-balance sheet lending alternatives.
This opens opportunities in asset-based markets with attractive valuations and fundamentals.
Get the Snipd Podcast app to discover more snips from this episode
In this episode of PIMCO Pod, we discuss how the transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
PIMCO Pod