Jason Steiner
Latest Insights
Private credit is much more than a direct lending story. It’s an asset-based finance one, too. And this other lane of private credit continues to be a solid source of diversification and returns. Benjamin Ensminger-Law and Jason Steiner join Greg Hall to walk through this evolving opportunity in private credit, starting with why cash flow velocity and structural diversity set asset-based financing apart from direct lending. From there, they lay out the four pillars of generating alpha in an asset class still in its early innings.
Mortgage credit sits at the heart of asset-based finance and can offer a compelling blend of yield and diversification. PIMCO Group CIO Dan Ivascyn and Jason Steiner, Head of Residential Credit, explore how data, an integrated public-and-private market perspective, and cycle-tested experience define our distinctive approach to residential mortgage investing.
Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
Jason Steiner, PIMCO Portfolio Manager, Asset-Based Finance, discusses the continued growth in asset-based finance (ABF) at this year’s Milken Institute Global Conference, including how we approach this broad market, where we see opportunities and risks, and how ABF can benefit investor portfolios.
In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit our investors. Learn why we believe Residential Credit is an attractive investment within our asset-based finance (ABF) portfolios.
The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
Learn how to navigate the shifting dynamics in banking and private credit from a panel discussion at our recent Alternatives Investor Conference.