Smarter Perspectives
Leaders from across our platform share their industry, asset, operations and financial insights regularly here, in our Smarter Perspectives series of articles.
Why the U.S. Auto Market Missed the Global EV Tipping Point and What That Means for Lender Risk
Why the U.S. Auto Market Missed the Global EV Tipping Point and What That Means for Lender Risk
September 2026 Five years ago, automakers were racing toward all-electric futures. GM even had a...
The Cup is Half Empty
The Cup is Half Empty
August 2026 At 16.5 million vehicles, the seasonally adjusted annual rate of sales (SAAR) for...
The U.S. Cosmetics and Beauty Industry: Steady Growth, Shifting Loyalty, and What It Means for Lenders
The U.S. Cosmetics and Beauty Industry: Steady Growth, Shifting Loyalty, and What It Means for Lenders
The State of the U.S. Cosmetics Industry: Steady Growth, Shifting Loyalty, and What It Means...
Pressure Points: What ABL Lenders Need to Know About North America’s Plastics Market
Pressure Points: What ABL Lenders Need to Know About North America’s Plastics Market
The North American plastics market is in a difficult stretch, and the forces driving that...
Collateral In Question: A Mid-2026 Assessment of the Luxury Watch Segment for Asset-Based Lenders
Collateral In Question: A Mid-2026 Assessment of the Luxury Watch Segment for Asset-Based Lenders
August 2026 The luxury watch market of mid-2026 is not the market anyone expected three...
The Consumer Economy Under Macro Pressure: What It Means for Demand, Pricing, and Lending Risk
The Consumer Economy Under Macro Pressure: What It Means for Demand, Pricing, and Lending Risk
August 2026 Consumer companies entered 2026 facing a familiar but intensified set of pressures: persistent...