• If e-notes make a comeback, how could investors manage the downside of taking equity-style risk with limited control over underlying assets? 

• How is the emergence of the Master Trust structure making the ABS market more appealing to investors?

• As more aircraft are being securitised and taken out of the trading pool, how is this reshaping asset availability? 

• Have factors such as geopolitical uncertainty and tariffs slowed ABS issuance, and do you see the pipeline picking up if conditions continue to stabilise? 

As supply constraints persist, investors must balance yield, liquidity and depreciation risk across asset ages.

This session compares strategies and explores where capital can be most effectively deployed in 2026.