Market Perspectives
Research & Commentary
Our team publishes regular commentary on market developments, regulatory changes and structural trends shaping global infrastructure debt, export finance and structured finance markets.
Coverage Areas
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The Case for Infrastructure Debt in a Higher-Rate Environment
As central banks maintain elevated rates, infrastructure debt has demonstrated resilient risk-adjusted returns. We examine the structural characteristics that make the asset class attractive for institutional investors in the current environment.
ECA-Backed Structures: Unlocking Cross-Border Trade in Emerging Markets
Export credit agency support continues to be a critical enabler for cross-border trade finance. We analyse how ECA-backed structures are evolving to support exporters in an increasingly complex geopolitical environment.
Request reportAsset-Based Lending as a Strategic Tool for Mid-Market Growth
Mid-market companies are increasingly turning to asset-based lending as a flexible alternative to traditional corporate credit. We explore how ABL structures can be tailored to support growth without diluting equity.
Request reportAll Commentary
| Category | Title | |
|---|---|---|
| Infrastructure Finance | The Case for Infrastructure Debt in a Higher-Rate Environment | Request |
| Export Finance | ECA-Backed Structures: Unlocking Cross-Border Trade in Emerging Markets | Request |
| Asset Finance | Asset-Based Lending as a Strategic Tool for Mid-Market Growth | Request |
| Energy Transition | Solar PV Merchant Risk: Structuring Debt for Post-Subsidy Projects | Request |
| Regulatory | REPowerEU and the Acceleration of Permitting: What It Means for Debt Timelines | Request |
| Market Commentary | Hydrogen Infrastructure: Early-Stage Debt Considerations for European Projects | Request |
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