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The markets are supporting high reset and refi volumes —but sometimes calls are a better option
2 months ago
Broadly syndicated loans and CLOs kicked off 2024 with a nice rally. As a result, we are seeing a resurgence of majority CLO equity holders exercising their rights to refinance, reset, or even call their CLOs. -
Rates are moving lower, which makes CLO equity look better versus loans
3 months ago
The latest edition of The Last Tranche podcast talked to new Octagon CEO Gretchen Lam about triple A spreads, CLO redemptions and whether investing in third-party CLO equity makes sense again -
It’s not just high interest rates that are helping CLOs outperform
6 months ago
It is unlikely a well-capitalised sponsor would allow a growing portfolio company to default -
In Europe, captive CLO equity funds are a boon to CLO managers and the wider economy
8 months ago
The envy is inevitable. But criticism of these structures is entirely misplaced -
The pace in which we are seeing remediation today is very encouraging
9 months ago
Market participants smoothed the move from Libor to Sofr — but there is more to be done -
Past returns: Truly transatlantic
11 months ago
10 years ago we reported on Axa Investment Managers’ plans to enter the US CLO market. -
" CLOs do not introduce more credit risk, nor do they offer less liquidity, than comparable products"
1 year ago
The pressure facing some banks is self-inflicted. Their portfolios lack exposure to CLOs -
Past returns: Persistence pays off for Western
1 year ago
In Creditflux five years ago, we reported Western Alliance Capital Advisors was planning on moving into CLO management -
Points up front: Dealscribe scores eyeballs
1 year ago
The unfamiliar advent of a winter football World Cup has forced many people to choose between seasonal festivities and watching sport -
Points up front: Whatever the size, CLO performance dwarfs others
1 year ago
A graphic depicting the investment fund universe was doing the rounds on social media late in 2022... -
They said it: "I don’t know and I don’t care about ESG"
1 year ago
One of our CLO Census responders has a strong view (or not) on ESG -
"If anything is to be salvaged from the rest of 2022, the economy needs a hero — and quickly"
1 year ago
Something has gotta give as a recession looms in the US. Might it be energy? -
CSAM does the CLO awards double
2 years ago
Winning the Creditflux Manager of the Year award is a feat in itself. Winning it back-to-back in such different markets is an outstanding achievement — and CSAM can take great pride in it -
"Wholesale moves into risk areas after internal changes should sound an alarm"
2 years ago
The composition of CLO managers is changing, so management styles may drift -
Sofr, so complicated
2 years ago
At Creditflux’s US CLO Summit debate centred on Libor and Sofr. Hot topics included tenors, Libor floors being out-of-the money and investors changing their views on spread adjustments -
"Faltering oil supply is lamentable at a time of strategic and moral shortfall"
2 years ago
We need to accept the pain and cut dependence on Russian oil today -
Flexible approach is designed to deliver competitive performance
Nuveen’s Symphony CLOs benefit from teams who are active across a range of credit and bond funds -
"Having tighter CLO debt costs will not be enough for brand names to outperform more agile competitors"
2 years ago
The drop in loan and CLO prices today is unlike any previous downturn — but again it will pay to be agile -
"The reset market is open, but it doesn’t always make sense to extend the life of a CLO"
2 years ago
Strong secondary loan prices are making CLO liquidations a compelling option -
"This is the CLO market’s time to shine and prove it deserves to be a mainstream asset class"
2 years ago
The CLO market shouldn’t fear inflation — in fact, 2022 could be a very good year indeed -
"Credit investors should interpret 100,000 Russian troops on the Ukrainian border as worth pricing in"
2 years ago
Welshcake tells credit portfolio managers to under-promise and over-deliver in 2022 -
"In 2022, being slow will not be such a bad thing"
2 years ago
St David losing its place as the UK’s smallest city would be a travesty. Replacing Libor might be worse -
"No-one talks about the part oil price surges played in the 2008/9 global financial crisis"
2 years ago
Investors eyeing inflation shocks and supply chain disruption should instead be paying attention to the brewing energy crisis -
Perhaps 2021 will be the first year of the next expansion
3 years ago
For 2021, our columnist is focused on Libor transitions, CLO flexibility and loan managers fighting among themselves
24 results found Showing page 1 of 1
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