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Listen to the latest episode of Credit Exchange with Lisa Lee
Global credit funds & CLO's
September 2026 Issue 290
Published in London & New York 10 Queen Street Place, London 1345 Avenue of the Americas, New York
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Cover illustration: Toni Louise
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September 2026 Issue 290
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Global credit funds & CLOs
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Cover illustration: Toni Giddings

Bond realities and credit crowding

Global sovereign bond yields are going haywire. US Treasury Secretary Scott Bessent is furiously trying to bring down borrowing costs, and, as we go to press, the Treasury Department said it would increase its extraordinary bond buying up to USD 6bn.
Inflation appears to be back, raising prospects of rate hikes. Artificial intelligence is pulling huge sums of capital for its ongoing build-out. And the Iran war rages on.
All this portends a busy autumn for credit markets. In addition, there’s a massive deal pipeline waiting to issue in the upcoming months. CLO ETFs hit an important milestone moment, new CLO variants are coming to market, regulators are mulling changes, and more.
Lisa Lee
Managing editor