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Podcast: InsuranceAUM.com
Episode: Episode 270: Asset-Based Finance Public Versus Private, A Guide to Adult Swimming
Description: In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Alessandro Pagani, portfolio manager and head of the mortgage and structured finance team at Loomis Sayles, to explore the complexities of asset-based finance. They discuss the key differences between public and private ABS, the growing role of private credit, and how insurers should approach this evolving space. With rising interest rates and changing bank capital requirements, the demand for private asset-backed lending has surged—creating both opportunities and risks for investors.
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Alessandro shares his insights on liquidity considerations, risk assessment, and the importance of due dil...