With credit spreads at historically tight levels and reliable sources of yield appearing elusive, we believe asset lending strategies offer the potential for consistent current income, solid absolute returns and strong downside protection secured by quality underlying collateral. Moreover, while traditional corporate credit exposures have grown in the portfolios of many asset owners, we believe asset lending can offer a better balance and diversification of sectors within a total portfolio. To read our Värde Views, The Case for Asset Lending, download it below.
