Deutsche Bank-The Outlook Worlds Collide – Private Credit and Securitized...-107476075

Distributedon:09/04/202411:00:00GMTDeutscheBankDeRuetsscehaercBhankResearchDeutscheBankSecuritizationResearchTheOutlookApril9th,2024EdReardon+1(212)250-4195edward.reardon@db.comDouglasW.Runte,CFA+1(212)250-9319douglas.runte@db.comConorO-Toole+44(20)754-59652conor.o-toole@db.comKayvanDarouian+1(212)250-4849kayvan.darouian@db.comBipulSinha,CFA+1(212)250-9994bipul.sinha@db.comJamieFlannick+1(212)250-9775jamie-a.flannick@db.comSmitiKaul+1(212)250-9186smiti.kaul@db.comRupeshShrivastavrupesh.srivastav@db.comVivekJohnvivek-a.john@db.com7T2se3r0Ot6kwoPaIMPORTANTRESEARCHDISCLOSURESANDANALYSTCERTIFICATIONSLOCATEDINAPPENDIX1.MCI(P)041/10/2023.UNTIL19thMARCH2021INCOMPLETEDISCLOSUREINFORMATIONMAYHAVEBEENDISPLAYED,PLEASESEEAPPENDIX1FORFURTHERDETAILS.TableofContentsOverview:Worldscollide–privatecreditandsecuritizedmarkets.CommercialMBS:CREpoisedforgrowthinprivatecreditlending.CLOs:Adurable,notafleetingtrend.ConsumerandEsotericABS:WillprivatecrediteclipsepublicABS?TransportationDebt:Plentyofplanestogoaround,butsomestiffcompetition.ResidentialMBS:PrivatecreditopportunityinSFRandnon-traditionalresidentialloans.Econ:USEconomicPerspectives.Rates:USFixedIncomeWeekly:StrategyUpdate.DownloadDBSecuritizationMarketDatabank.xlsxDeutscheBankEdReardonedward.reardon@db.com+1(212)250-4195Research1IssuancebyassettypeAllfiguresareinbillion...