ABS and underlying collateral performance, credit quality, and sectoral evaluation in a challenged economic environment vs. historical trends and ongoing outlook. Trends and developments in Equipment sector; M&A activity, Loans vs Leasing, Sub-servicing, differentiating leasing models and terminology (lease vs. rent vs. as-a-service) etc. Changes to funding strategies for programmatic issuers vs one-off, and best entry methods for lessor's vs barriers to entry. Impacts from increased Private Credit adoption and overall relative value outlook.