How have high interest rates and Basel IV regulations reshaped aviation lending so far this year? Is aviation still a priority for banks amid ESG/ratings considerations and high interest rates?
Are bank loans are becoming less attractive to investors and airlines? What could the next generation of banking product look like? Is there an opportunity for bank/private credit partnerships such as syndication or hybrid models?
How is the rise of private credit in aviation filling the gap left by banks? Are there any novel asset types that are becoming private credit territory?
As private credit and alternative lenders have higher yield targets, has this pushed them into complex, higher-risk structures, and is this sustainable long-term in the lending space?
Will the market balance keep shifting, or will we start to see a clear distinction on who funds what?