TCW Investment Perspectives

← TCW Investment Perspectives26. Aug. · 19 Min.

Behind the AI Boom: Opportunities in Securitized Credit

Behind the AI Boom: Opportunities in Securitized Credit26. Aug.19 Min.

As AI accelerates demand for digital infrastructure, ABS and CMBS markets are playing an increasingly important role in financing the buildout. In this episode, Liza Crawford , Co-Head of TCW's Global Securitized Team, and Dominic Bea, Senior Analyst specializing in ABS securities, discuss the evolution of data center finance, key underwriting considerations, and where investors may find opportunities in securitized credit.