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July 2022 | Issue 247
Creditflux
Global credit funds & CLOs
Discover the issue
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News
CLO industry hits out at NAIC monitoring plan
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Analysis
Can someone call the triple A? We’ve stalled
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Data
Rocky May piles on the misery for credit hedge funds
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US Private Credit Forum
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Opinion
The CLO that started the wave of prints and sprints paid near 20bp more than the market average
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THEY SAID IT
“It’s like trying to hit a bullet with a bullet… while wearing a blindfold, riding a horse”
Thomas Majewski turns to Star Trek to describe how tricky it is to print and sprint
“We all need to be open to other ways of approaching credit”
Apollo’s Bret Leas explains why his firm has supported Advent’s CLO ambitions with seed capital.
“You’re better off long the index and short single names”
UBS’s Tom Payne says an index-single name CDS trade is efficient.
“Credit dispersion trades may be valuable positions”
III’s Kelley Baum explains why high yield has outperformed equities and says managers should look out for dispersion.
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Global credit funds & CLO's
July 2022 | Issue 247
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