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TCW Investment Perspectives

Behind the AI Boom: Opportunities in Securitized Credit

August 26, 2026·18 min
Episode Description from the Publisher

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.

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