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They said it: "CLOs are the financial cockroach. They will survive"
1 year ago
Someone has faith in the CLO market -
Points up front: CLOs: safer than money in the bank
1 year ago
We’ve long extolled the virtues of CLO investments... -
Points up front: "Speak up – you’re among friends"
1 year ago
At a National Association of Insurance Commissioners engagement meeting with the CLO community last month, the first question on the conference call was not: how did you arrive at your modelling scenarios? -
"Investors no longer rely on simplistic tiering models to price CLOs"
1 year ago
CLO investors are taking a nuanced approach to applying manager tiers that goes way beyond using AUM as a proxy -
Past returns: UBS gives up on CLOs
1 year ago
10 years ago, officials at UBS told Creditflux they were not closing their CLO origination business, despite mounting evidence to the contrary -
They said it: You’re going to rub someone up the wrong way doing that
1 year ago
Calling CLOs prematurely is no way to make friends -
Points up front: AI finds vital new purpose: drafting CLO poems
1 year ago
Artificial intelligence may one day give us answers to really big questions. But for now, we’ll have to make do with ChatGPT’s CLO-based poetry, as highlighted by aficionado Poh-Heng Tan. -
" 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 -
"It’s critical to understand that lower marks are not necessarily indicative of declining borrower performance"
1 year ago
Despite rate hike plans going unchecked, there is cause for optimism in private credit -
"A bit ‘woke’? Possibly. But true corporate sustainability derives from sound governance"
1 year ago
Silicon Valley Bank’s collapse underlines the importance of sound governance -
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 -
They said it: "He is one of the best – at CLOs and poker"
1 year ago
A structured credit investor absorbs the news that Debdeep Maji has left Oxford Fund -
Points up front: IG liquidity never tasted so good – cheers everyone!
1 year ago
If you’re an investment grade credit buyer then high-quality liquid assets are the name of the game, including whiskey -
"Some CLO managers are asleep at the wheel and surrendering economics without any objection"
1 year ago
Some CLO managers aren’t blocking loan amendments with insufficient credit spread adjustments -
"Dispersion should manifest in potential fallen angel credits that are likely to proliferate"
1 year ago
IG and crossover names present a compelling alternative to shorting HY credit -
"All that remains is to thank all of you who have kept faith with my monthly confessions of insanity"
1 year ago
With the economic outlook now beyond a joke, Welshcake signs off amid denials he is actually a Welsh footballer -
"Conditions making deal financing challenging for issuers can harm beneficial terms for investors"
1 year ago
Direct lending terms look better than at any point in the past decade. But is there enough to go around? -
Past returns: Making CLO triple As more secure
1 year ago
10 years ago in Creditflux, we reported on super-senior tranches being inserted into US CLOs -
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... -
"With tools and data available, why do fake sellers need to abuse the b-wic process for price discovery?"
1 year ago
Penalties for CLO b-wic sellers who routinely do not trade would improve the secondary CLO market -
“Pension fund managers should look to take advantage of a rare opportunity in corporate CDS”
1 year ago
The October sell-off in gilts highlights a glaring lack of exposure to CDS -
"This ‘higher rates for longer’ saga is more like the 1920-21 depression than the 1970s high inflation era"
1 year ago
Sometimes you have to swallow your medicine and take a step back to go forwards -
"Ironically, the better prospects for floating rate assets leads some to wait for even better returns"
1 year ago
Ironically, the better prospects for floating rate assets leads some to wait for even better returns -
"Forget the World Cup, the macro-economic catastrophe cup has more well-matched contenders"
1 year ago
Government bonds are rallying in some quarters, but the odds are on more stress feeding into credit
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