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Points up front: Two scoops or none
5 years ago
Norinchukin Bank’s CLO holdings have been the subject of much debate in the mainstream financial media -
Q4 2018, which had loan price volatility without defaults, was close to nirvana for CLO investors
5 years ago
The current vintage of CLOs could be the best ever if the volatility in Q4, when retail funds dumped loans, repeats itself, says our columnist Thomas Majewski -
Points up front: “I always think of myself as Bruce Lee when I’m investing in CLO equity”
5 years ago
An analytical mind, a strong network of industry contacts and an eye for value are vital for a competent CLO equity investor. But don’t forget the one-inch punch -
Loans have changed. Leverage and docs are different. So what does this mean for recoveries?
5 years ago
With Fed chiefs past and present signalling rising financial risk, managers need to check their metrics, writes our columnist and Churchill Asset Management's head of capital markets and origination -
They said it: “I’ve run the numbers and it looks more like a 3% IRR”
5 years ago
A CLO modelling professional tells Creditflux that European CLO model portfolios don’t look realistic
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