Search results
21 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Direct lending (2)
- High yield bonds (2)
- Structured credit (2)
- CLO (remove)
- Distressed debt (1)
- Leveraged loans (5)
- Synthetic/SRT (3)
Geography Tags
-
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... -
Points up front: CLO managers didn’t take advantage of volatility, say CLO managers
1 year ago
Creditflux’s CLO Census shows CLO managers can be hard on themselves -
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 -
We’ll get through this awkward patch
2 years ago
Wide liabilities have made pricing CLOs trickier in the past few months. But speakers at Creditflux’s CLO Symposium were optimistic that the arbitrage is OK — so long as you can place those triple As -
"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 -
"We again have to flag up information in CLO marketing pitches that can mislead investors"
2 years ago
Cash-on-cash returns, default records and leverage statistics don’t always give CLO investors the full picture -
The Creditflux CLO Symposium was back as an in-person event for the first time in two years and participants were delighted to socialise and bask in an amazing year for the credit industry2 years ago
-
Some managers calculated their CLOs were passing OC tests, only to find them failing the next day
4 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
4 years ago
"There will be a re-tiering of managers after this" -
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 -
Miscast as the villains of the 2008 crisis, CDS may prove to be the heroes of 2020
4 years ago
Credit default swaps provide investors with valuable signals on the depth of the coronavirus crisis -
The opportunities to build par and spread within a CLO haven’t been this plentiful since 2009
4 years ago
Last year’s CLOs could become the benchmark for manager performance -
Distressed exchanges offer pathways to recapture value that others are trying to take from CLOs
4 years ago
Volcker rule amendments could protect CLOs from losing out to distressed funds in a restructuring -
2020 will be about relative value, watching for idiosyncratic risk and a good deal of running away
4 years ago
Investors must embrace change — it’s time for structured credit investors to look beyond vanilla CLOs -
Not all old tier one CLO managers lived up to their premier billing
The definition of a tier one manager has evolved from the days when big brands where considered best4 years ago -
Points up front: CLO awards banter
5 years ago
The Creditflux Manager Awards have a history of springing surprises. This year we had journalist and TV presenter Gavin Esler host the awards dinner and regale the audience with a Dolly Parton gag (the less said about that, the better). -
They said it: “Occam’s razor, the marshmallow test and the Pareto principle – what do they have in common?”
6 years ago
The simplest solution is often the best solution, delayed gratification and the 80/20 rule; these can all be used in the assessment of CLO manager performance -
Join the debate: flippin' heck, you're distorting the CLO market
6 years ago
After our report on a CLO investor flipping 2018 bonds before the deals had even closed, one reader pointed out that this "masks true demand" -
Join the debate: CLO ramp-up failings
7 years ago
“There is one manager out there that has got away with this behaviour for several years. The ‘fight back’ from investors is overdue” -
Points up front: dying question
7 years ago
The delicate reason, why it may not be possible to call a CLO..
21 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?