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Event CLO Symposium 2026
We’re ready to grow
The first day of the Creditflux symposium was dedicated to asset-backed finance. Attendees noted how this market has continued to grow despite the war in Iran and its impact on oil prices
Recent regulatory clarity should help
Moritz Ruhdorfer
Managing director, ArrowMark Partners
Ruhdorfer is optimistic that regulatory change will lift the US SRT market in coming years.
In the US, deals are getting exponentially bigger
Tom Johnson
Director, RBC Real Estate Capital Partners
Single asset deals in the US have seen huge growth recently, says Johnson.
You could argue that this is a good time to de-risk by investing in senior tranches
Darragh Culley
Head of investment business development, L&G
Managers could take advantage of the disconnect between negative news and bullish markets, says Culley.
Governance should be front and centre
Chris Whitcombe
Head of European & US ABS, Challenger Investment Management
Whitcombe has suggestions on how the industry should approach incoming changes in regulation.
To be able to operate in that narrow corridor of volatility in terms of pricing is wonderful for us
Adrian Scragg
Director of treasury, capital markets and ESG, Lendco
Scragg explains how the market keeps functioning amid seismic shocks.
Statistics are important but more concentrated pools call for a thorough bottom-up analysis
Giorgio Gallo
Head of portfolio management, Chorus Capital
Due diligence must go beyond what regulatory guidance calls for, says Gallo.
SRTs are fundamentally a technique rather than an asset
Assia Damianova
Special counsel, Cadwalader
It’s vital managers have specialist understanding of the underlying assets in SRTs, because there are so many different types.
As investors, we are venturing into new territory where we haven’t got a lot of data to fall back on and run certain scenarios
Andrew Lennox
Senior portfolio manager, Federated Hermes
Lennox is wary of the risks in data centres, solar panels, and other hyperscaler investments.
The market didn’t widen as much as you might expect
Peter Winning
Director, BlackRock
The ABS market has been sanguine in its reaction to the US war on Iran.
There’s a continuing divergence between Europe and the US in terms of regulation
Alastair Pickett
Senior portfolio manager, Chenavari Investment Managers
Pickett believes the US takes a lateral approach to regulation, whereas Europe is becoming more constrained.
The opportunity sits not just in the data centre owners and operators themselves, but also all the ancillary business
Jonathan Jay
Co-founder, ConduitRE
Data centres require cooling technologies, real estate and many more support services.
A key part of doing large data centre developments is solving the energy problem
Jim Perrie
Executive director – funding, PureDC
Perrie opines on the environmental challenges associated with data centre investment.
It’s certainly a strategy that we’ve been looking at for quite a long time
Andrea Pittaluga
Managing director, Head of debt finance, Tristan Capital Partners
Pittaluga sees opportunities in real estate growth as part of European data centre deals.