Search results
17 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Direct lending (4)
- High yield bonds (1)
- Structured credit (4)
- CLO (16)
- Leveraged loans (8)
- Synthetic/SRT (4)
Geography Tags
-
The Last Tranche with YMER's Warzynski: we like primary equity again
3 months ago
In this episode of the Last Tranche, Hubert Warzynski, Partner and Co-founder of Scandinavian CLO investor YMER talks about why he likes primary European equity again, but only for a handful of managers. -
The Last Tranche with JP Morgan's Ferris: new managers should focus on equity
5 months ago
In this episode of our podcast The Last Tranche, Christine Ferris, JP Morgan's Global Head of CLO Primary talks about why she loves working with debut managers, despite the extra challenges they face -
The Last Tranche with New Mountain's Kline and Moshiri: we have more flexibility than a typical CLO around industry selection
10 months ago
In this episode of The Last Tranche, John Kline and Cyrus Moshiri from New Mountain Capital discuss the innovative rated feeder fund structure they recently priced, and why they chose this approach over a traditional middle market CLO -
The Last Tranche with Pearl Diver's Layton: its not about tiering, its about portfolio construction
1 year ago
In this episode of The Last Tranche, Matt Layton, partner and head of Europe at Pearl Diver Capital, discusses strategies for investing in CLO debt and equity amid the recent rally in liabilities -
CLO double Bs offer 700bp premium versus high yield bonds, says Oaktree
1 year ago
The yield premium offered by double B CLO paper compared to corporate high yield bonds with the same rating has exploded to 700 basis points, according to a new episode of Oaktree Capital Management's podcast series The Insight -
The Last Tranche with Antares' Seth Painter: we could start to see syndicated middle market CLO equity
3 years ago
In this episode of the Last Tranche, Antares Capital's Seth Painter tells Creditflux's Hugh Minch about the performance of private credit and middle market CLOs through the covid-19 crisis and recovery -
The Last Tranche with Sound Point's Ketchum: CLOs have fortress-like structures
3 years ago
Creditflux's Hugh Minch and Sound Point's Stephen Ketchum discuss the macro picture for US credit and who should be on the lookout for inflation -
The Last Tranche with Guggenheim's Duffy: CLOs will pay more for loans than today’s index prices
4 years ago
Marking the long-awaited return of the Last Tranche podcast, Creditflux's Hugh Minch talks to Adrian Duffy, head of European corporate credit at Guggenheim Investments in Dublin -
The Last Tranche with Octagon’s Lam: 2017 CLO refis and ‘no man’s land’ in loans
4 years ago
Spreads, investors and manager consolidation take focus in February's edition of The Last Tranche -
If you're marketing a structured credit fund then for goodness sake don't go through the motions [podcast]
4 years ago
Credit allocators gave some sage advice to structured credit managers on how to go about marketing their funds at the Creditflux CLO Summit in New York last month. As part of a key note panel geared towards institutional investors fund managers were told: stop going through the motions, avoid being generalistic and tailor your pitches -
The Last Tranche with THL’s Herzig: loan bifurcation and the direct lending safety net
4 years ago
For Creditflux's Last Tranche podcast, THL Credit’s Michael Herzig joins Hugh Minch and Seth Brumby to talk, among other things, about bifurcation in the US loan market, why some borrowers might suffer refinancing woes and how large direct lending funds can step in to provide financing to even large-cap companies -
The Last Tranche: managed CSOs and the benefit of CLO Euribor floors [podcast]
4 years ago
Managed CSOs are the talk of the town in the synthetic structured credit market, while CLO investors in Europe are putting a price on how much they value CLO Euribor floors -
Upward flexes, CLOs gather speed and 'net-short' language develops [podcast]
5 years ago
The Acuris Fixed Income Group in North America recounts Q2 in the leveraged credit markets. -
The Last Tranche: rating bespokes, the mascot fanbase and AMRs coming into play
5 years ago
The Creditflux editorial team talk about growth in the synthetic CDO space and innovations which can benefit CLO debt and equity investors via stops in New York to discuss derivatives, Spain to eat Sardines, and Los Angeles (where sunbathing was off the agenda) -
The Last Tranche: ESG, the Millennium Health lawsuit and who won what at the Creditflux Awards
5 years ago
The Crediflux content teams sit down to talk about ESG, the best CLO managers in the business and attempt to answer the key question: what is a loan? -
The Last Tranche: awards season is upon us [podcast]
5 years ago
A look at 2018 award offerings and finalist, plus some insight on direct lending and b-wics -
The Last Tranche: Podcast episode 1
5 years ago
Creditflux takes on Las Vegas, b-wics and Welshcake, among other credit topics in the inaugural episode of the Last Tranche podcast
17 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?