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PIMCO: From direct lending to asset-based finance

Wed, 16 Sep 2026 10:04:23 +0200

With capital increasingly crowding into traditional direct lending, Lotfi Karoui, Multi-asset Credit Strategist at PIMCO, argues that attractive opportunities lie in asset-based finance and other collateralbacked strategies. He highlights the importance of cash-flow resilience, valuation discipline and adequate compensation for illiquidity.

By our editorial team

Frans Verhaar: Achter de letters ‘ABF’ gaat een hele wereld schuil

Tue, 01 Sep 2026 09:10:20 +0200

Door Frans Verhaar, Managing Director, Head of Continental Europe bij bfinance

Soms verraadt een verzamelnaam vooral hoe weinig we eigenlijk over iets zeggen. Neem Asset-Backed Finance (ABF). De term duikt steeds vaker op in gesprekken met institutionele beleggers, in marktrapporten en op conferenties. Maar wie denkt dat ABF een beleggingscategorie is zoals aandelen, vastgoed of zelfs private debt, ontdekt al snel dat achter die drie letters een verrassend veelzijdig universum schuilgaat.

Aegon AM: Resilience holding firm as markets test the outlook for European ABS

Tue, 23 Jun 2026 11:08:31 +0200

The rebound in risk assets, supported by easing geopolitical tensions and improving inflation dynamics, has helped stabilise sentiment. But the picture beneath the surface remains uneven. Growth is diverging across regions, inflation continues to prove more persistent in some areas than others, and central banks remain cautious in their approach.

Loomis Sayles: Europese ABS weerbaar bij inflatie en marktschokken

Tue, 02 Jun 2026 12:27:05 +0200

Nu beleggers bekijken hoe hun portefeuilles kunnen reageren op inflatie en marktschokken, verdient het trackrecord van Europese gesecuritiseerde leningen (ABS) aandacht.

PIMCO: ABF, quantifying diversification benefits and return potential

Wed, 06 May 2026 10:03:42 +0200

Asset-based finance (ABF) may offer a compelling opportunity to diversify portfolios and pursue riskadjusted returns, but a robust framework for measuring associated risks and returns is essential.

By Kristofer Kraus, Fabian Dienemann, Kyle McCarthy and German Ramirez

Aegon AM: European ABS update

Fri, 01 May 2026 12:22:24 +0200

Geopolitical developments remain highly uncertain, and it often takes just a few posts on X (or Truth Social) to send oil markets moving sharply in either direction. While the situation is very fluid, we can still form a much more informed view of the fundamental credit risk this poses to our ABS holdings.

PGIM: Europe at critical juncture for economic growth

Wed, 25 Mar 2026 06:04:46 +0100

Europe is approaching a critical juncture for financial innovation and economic growth. Securitisation presents a major opportunity now that demand for asset-backed finance (ABF) is gaining momentum.

By Edwin Wilches, co-Head of Securitised Products, PGIM

PIMCO: Common myths and misconceptions about asset-based finance busted

Mon, 16 Feb 2026 10:01:18 +0100

There has been considerable focus among investors on asset-based finance (ABF) for several reasons. Yet despite its increasing popularity, ABF is often misunderstood. This article aims to dispel some of the most common myths and misconceptions that may be preventing investors from exploring the asset class.

By Phil Michels, Executive Vice President, Head of Benelux Global Wealth Management, PIMCO