Doug Runty

Join Kayvon Daruyan, Jamie Flannick, Doug Runty, and Bipul Sinha from Deutsche Bank Research as they delve into the 2026 outlook for securitized markets. They discuss the strength of U.S. consumers supporting ABS performance and the challenges faced by the leveraged loan market. The team highlights the robust fundamentals behind aircraft ABS and warns about potential defaults in commercial real estate. Amid these dynamics, they explore investment opportunities and predict nearly $1 trillion in issuance, making this a crucial listen for investors.