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Europe: The Next Frontier in Asset-Based Finance

Banks’ retreat is creating opportunity for investors.

James Sackett | 14 March 2025
Pinwheels against a blue sky that evoke images of wind turbines
Tariffs, Tempests, Turnarounds: What’s Next for Renewable Energy?

A look at how the renewable energy opportunity may--and may not change.

Jody Gunderson, Xiaoyu Gu | 15 January 2025
The vast night sky lit up by stars
Private Credit Outlook: Expanding the Universe

The journey from niche asset to core allocation looks set to continue.

Matthew Bass | 09 January 2025
A photo of Neil Hepworth, Managing Director at AB-CarVal
Asset-Based Finance: Investing in Consumers

Economic conditions are mixed. For diligent investors, we think consumer credit still has strong potential.

Neil Hepworth, P.J. Collins, Angie Fenske, David Johnston | 19 December 2024
A view of forests and mountains through the windscreen of a helicopter cockpit, with the pilot’s instruments seen in the foreground.
Mapping Out the 2025 Investment Landscape Across Asset Classes

Global markets will face powerful disruptive forces next year. How can investors prepare in fixed-income, equity and alternative investment strategies?

Christopher Hogbin | 05 December 2024
Close-up of the fist of the prone colossal statue of Ramesses II in Giza, with its face in the distance.
Human Rights and Portfolio Risk: Why Investors Should Think Big

With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.

Erin Bigley, Luke Pryor | 02 December 2024
A photo of Lucas Detor, Managing Principal at AB-CarVal
Navigating the Three Rs: Rates, Recession, Regulation

How might the prevailing macroeconomic winds create opportunity?

Lucas Detor | 01 November 2024
A photo of James McManus, Managing Principal at AB-CarVal
Blue Skies: What Aviation Finance May Offer

Investing in aircraft may provide exposure to emerging market growth with uncorrelated return streams

James McManus | 29 October 2024
A herd of elephants of varying ages
The Case for Multigenerational Corporate Boards

Just 5% of board directors are under the age of 50. But research indicates that more age-diverse boards may possess unique business advantages.

Bob Herr, Luke Pryor | 16 October 2024
Private Credit Outlook: Keep Calm and Diversify

Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations.

Matthew Bass | 11 October 2024
An overhead view of a wind turbine in a field of neatly arranged rows of trees.
Materiality Check: The Next Stage of ESG and Responsible Investing

Environmental, social and governance (ESG) issues continue to raise big questions for investment firms and clients. We think the future will be defined by a focus on material issues and changing client needs.

Erin Bigley | 13 September 2024
Consumer Debt: Not a One-Size-Fits-All Investment Strategy

It’s a good time to check on consumer health.

P.J. Collins | 15 August 2024