2024-07-29 09:00:00 ET
Summary
- CLOs remain very popular investment vehicles and have seen sizable inflows recently, judging by the AUM of open-end funds.
- We highlight some of the dynamics and key themes in the CLO market that can help investors guide their allocations.
- Current CLO market themes include a lack of new loans, drop in credit spreads, strong demand for CLO exposure, and improvement in CLO portfolio quality.
- We highlight a few of our picks across the sector.
...
Read the full article on Seeking Alpha
For further details see:
Picks And Themes In The CLO Sector