What trends and themes are investors most focused on today, and how are asset performance, refinancing pressures and data quality influencing relative value across structured finance asset classes? How are views evolving as the credit cycle matures? How do public securitised markets compare with private credit and structured private deals in terms of transparency, pricing, and portfolio construction? How are investors balancing risk, yield, liquidity, and structural protection in a high-for-longer environment? How are allocation strategies likely to change over the next 12-18 months?