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Points up front: Brahms for the brain
3 years ago
We often use this column to highlight charitable initiatives undertaken by members of the CLO community, but charity starts at home and we’d like to point you towards an initiative conducted by Richard Burrell, partner of our own Tanvi Gupta -
"If we have to rely on top-down global political coordination we are all doomed"
3 years ago
ESG can’t be dictated to us by authorities. It’s a way of life -
A brighter year ahead
3 years ago
Panellists on Creditflux’s CLO webinar described how CLO spreads are close to historic tights, ESG is entering the docs and managers have more flexibility with work-outs than ever before -
CLO guys shouldn't feel quite as self-important as us Welsh... But you are in a pretty amazing spot
3 years ago
CLO portfolio managers should be emboldened by recent events to push for ESG strategies -
Past returns: Highland sells European CLOs at second attempt
3 years ago
In Creditflux 10 years ago, we reported that Highland Capital Management was offloading its European CLOs, with Alcentra and Barings among the frontrunner -
I'm a nosy neighbour... get CSO deals public and embrace the age of information
3 years ago
A year of staying under the radar has not helped the CSO market -
All types of financing will have to incorporate ESG risks and use their real economy influence
3 years ago
Fund managers can no longer ignore, postpone or hide from measures to tackle climate change -
I foresee various spooky spectacles hitting our screens - and your long portfolios
3 years ago
Welshcake is settling in for a horror movie marathon. But in the previews he sees monsters lurking behind tight credit spreads -
CLO collateral managers who are able to update their documents could gain warf advantage
3 years ago
Moody’s is reviewing its approach to warf. Changes could boost managers’ ability to trade -
Questions will need answering about where a manager's fiduciary responsibility lies
3 years ago
A university lecturer gives Welshcake a shock with a CLO presentation that points to shady trading games -
They should have followed Revlon's Double Twist mascara slogan of 2009: "It's worth a double take"
3 years ago
Blockchain might not eradicate all problems in credit, but it should reduce human error -
The length of a CLO’s reinvestment period has no substantive effect on its resilience to defaults
3 years ago
Three-year reinvestment CLOs are the norm, but debt investors should be locking in historically wide spreads for longer -
Points up front: From drafting CLO docs to writing crime thrillers
3 years ago
Nicola Bashforth, a popular figure in the CLO business, announced last month that she had left the industry to return to Lancashire in England and try her hand at writing novels -
Points up front: How much do I owe you?
3 years ago
Payment systems in the credit industry had a bad August -
The surge in index tranche trading has resulted in a deep, liquid and nuanced set of market dynamics
3 years ago
Welshcake emerges from his bunker to find CLOs still standing and the CSO market getting back to business -
They said it: "Imagine a garden party and all of a sudden a big wasp shows up"
3 years ago
On Creditflux’s US CLO webinar last month, Napier Park’s head of US CLO investments Serhan Secmen described the March sell-off as a garden party -
Points up front: Introducing Downton Flux
During last month’s broadcast of the Creditflux Manager of the Year, we were inundated with messages of congratulations for the award winners via a live feed...
3 years ago -
2020 is a massive opportunity for change - and clinging to past achievements won't wash
3 years ago
Statues don’t serve much of a purpose. It’s time to move on — and credit investors can and should be part of the movement -
If you’re not finding black talent, you’re not trying hard enough
3 years ago
In the past few weeks, it has been easy to put up our billboards and tweet our condemnation of the treatment of black people. Now we need to change the way companies work -
It takes just a few CLO collateral managers selling into the distressed community to start cracks forming
3 years ago
It is becoming increasingly clear that CLO collateral managers need to improve their collaboration efforts in distressed situations -
Some managers calculated their CLOs were passing OC tests, only to find them failing the next day
3 years ago
Corporate credit downgrade storms have been weathered before, but this one has come out of season -
They said it: There will be a re-tiering of managers after this
3 years ago
"There will be a re-tiering of managers after this" -
I take strength from the composure investors have shown when told their payments are being deferred
3 years ago
It’s tempting to head to the beach or grab a CLO distribution, but investing is all about playing the long game -
Where are the gloating I-told-you-so columnists who claimed CLOs would bring global destruction?
4 years ago
We have seen a measured response to the coronavirus crisis: fund managers aren’t collapsing and investors are not shunning CLOs -
Past returns: Death by triple Cs? A step too far
4 years ago
15 months ago in Creditflux we reported that corporate credit downgrades, rather than defaults, were the biggest problem facing CLO portfolio managers
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