Insights From the PM's Desk
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Asset-backed finance in portfolio construction
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Asset-backed finance in portfolio construction
Asset-backed finance is one of the fastest-growing areas of private credit, but what is driving that growth and where can it fit in a portfolio?
In our latest episode, Brian Marcus, Head of Cross Platform Investing, sits down with Akhil Bansal, Head of Asset-Backed Finance, to unpack the evolving ABF opportunity set. They explore what differentiates ABF from traditional corporate credit, its potential role in generating income and diversification, and why underwriting, structure, and manager selection matter.
Insights from the PM’s Desk is a video series where leaders across our firm share the trends shaping private markets, inviting advisors into the expertise that powers clients’ portfolios.
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