A Conversation: Rapids of Private Credit (Suzy Gibbons, Pat Dennis)
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A Conversation: Rapids of Private Credit (Suzy Gibbons, Pat Dennis)
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In this episode, Suzy Gibbons, Partner and Head of Research and Patrick Dennis, Co-Deputy Managing Partner, examine the increasingly commoditized nature of corporate direct lending—which we believe is characterized by tighter spreads and weaker recoveries—and contrast it with select areas of private asset-based finance. They highlight potential opportunities in U.S. second-lien residential mortgages, European SME asset-based lending, and U.S. mid-ticket equipment finance, where we believe strong collateral and structural protections may support more attractive risk-adjusted returns.
The conversation builds from the recent white paper that Suzy and Patrick co-authored, Rapids of Private Credit: Opportunities in the ‘Eddies’ of ABF.
Read the white paper here: Rapids of Private Credit: Opportunities in the Eddies of ABF
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