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For the vast majority of managers, CLO AUM is akin to a melting ice cube
11 months ago
The past two years saw some of the largest ever CLO collateral manager acquisitions. We don’t expect this to ultimately lower the number of CLO collateral managers active in the market — each year brings new entrants — but it does create complications for investors in CLOs issued by both the acquired and the acquirer. -
We pulled back because yields didn’t seem to match the risk. Now it’s better
11 months ago
During visits to Melbourne and Sydney last month, conversations with clients and friends about private debt revealed important contexts to understanding how investors there think about the asset class. -
"If anything is to be salvaged from the rest of 2022, the economy needs a hero — and quickly"
1 year ago
Something has gotta give as a recession looms in the US. Might it be energy? -
We’ll get through this awkward patch
1 year 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 -
"Faltering oil supply is lamentable at a time of strategic and moral shortfall"
2 years ago
We need to accept the pain and cut dependence on Russian oil today -
"There are concerns about volatile sectors in high yield, but IG may be vulnerable to macro changes"
2 years ago
High yield has heavier exposure to energy and travel credits, but IG has more rate duration -
"CLO managers who struck the right balance in 2020 are more easily able to reset their deals"
3 years ago
CLO managers were re-evaluated during the pandemic, and outperformers can expect to see benefits this year -
Perhaps 2021 will be the first year of the next expansion
3 years ago
For 2021, our columnist is focused on Libor transitions, CLO flexibility and loan managers fighting among themselves -
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 -
You need a balanced portfolio that’s ready for calculated risk taking — so consider a barbell approach
4 years ago
Investors can’t afford to be too conservative as they prepare for the end of the cycle -
Being short can be a dangerous game
7 years ago
Millstreet Capital’s Craig Kelleher takes our credit quiz -
Fishknife - This isn’t the direct lending revolution we signed up for
9 years ago
Europe's fast-growing “direct lending” market is merely the mezz business rebranded -
We like legacy deals that are hard to understand
10 years ago
Scio Capital's Greg Branch takes our credit quiz -
You are supposed to be bloody miserable
10 years ago
Cairn Capital's Andrew Jackson takes our credit quiz -
In credit - Lenders should get paid for being flexible
11 years ago
3i DM’s John Fraser takes our credit quiz -
Fishknife - the future of credit is bright (in Andorra)
12 years ago
Fishknife recently managed to grab a copy of Creditflux from 2021 -
Fishknife - CLO bankers aren’t as poor as they pretend
12 years ago
CLO underwriters are moaning about fees. But there’s plenty they should be pleased about -
Wolseley - Bankers must learn soft skills
15 years ago
Cut-throat competition got us in a mess - maybe cooperation can get us out of it We all believe in competition don't we? Isn't that what markets are all about? Didn't we all grow up in the market trying to win business from each other by working harder, showing tighter bid-offer spreads, hiring the opposition's best people and developing new products? -
Where are the bodies?
16 years ago
CDO arrangers caught the full force of the blast when the subprime timebomb exploded -
The strange case of the secret Ford loan docs
17 years ago
The strange case of the secret Ford loan docs -
Fishknife: A brand new recipe
18 years ago
Fishknife: A brand new recipe
21 results found Showing page 1 of 1
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