How are different types of lending institutions adapting to higher interest rates and other macroeconomic challenges and what opportunities does this present to investors? In the video, L.E.K.’s Peter Ward sits down with Richard McDougall of Cabot Square Capital to discuss trends and opportunities in different segments of the specialist lending market, in which they cover: 

  • The impact of macroeconomic environment on the overall lending market
  • How this impacts different segments of lenders, including specialists vs. major banks
  • What opportunities this presents to specialist lending investors and how they should assess opportunities in the new environment

Get an important perspective on the current state of the market, from interest rate hikes to credit risks and arrears. 

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