Smarter Perspectives
Leaders from across our platform share their industry, asset, operations and financial insights regularly here, in our Smarter Perspectives series of articles.
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...
Beyond Traditional Credit Review: Forensic Red Flags In Private Credit
Beyond Traditional Credit Review: Forensic Red Flags In Private Credit
August 2026 In private credit, value often disappears before default occurs. Recent market indicators suggest...
Cross-Border Restructuring in the USMCA Era: Why North American Turnarounds Are Becoming More Strategic
Cross-Border Restructuring in the USMCA Era: Why North American Turnarounds Are Becoming More Strategic
July 2026 A decade ago, a distressed manufacturer with operations in Mexico and customers in...
Economic Equilibrium in Higher Education is Possible
Economic Equilibrium in Higher Education is Possible
July 2026 I recently attended a memorial service for someone who forever shaped my view...