CLOs: What's Driving the Opportunity Today?
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Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward.

Episode Segments:

03:20 — How CLOs weathered the 2020 pandemic volatility

05:34 — Managing CLO portfolios through the COVID period

08:52 — The outlook for structured credit heading into 2021

11:34 — Where we are today on default and downgrade risk

13:57 — The factors behind the boom in CLO supply

20:03 — Why secondary deals may be more attractive than new issue today

23:40 — Where the team is seeing value up and down the capital stack

29:30 — Risks to stay focused on

31:44 — What investors should watch in the months and years ahead

IMPORTANT INFORMATION

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