Creditflux
Global credit funds & CLOs
May 2020
|
Issue 223
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News
“Managers are worried that today’s B3 is tomorrow’s triple C”
Andrew Curtis
Credit investment team lead, Z Capital
Flex CLOs tap mass downgrades to fill big triple C buckets
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Data
Index tranche investors make it work from home
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Analysis
Credit pickers need luck to avoid OC trap
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Opinion
A lot of CLO portfolios look similar and I’ve never been one to follow the herd
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Event
Managers vie for trophies at new-look awards event
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THEY SAID IT
“CLOs will be treated like corporate debt”
Conning’s Rich Sega says insurers are not compelled to sell CLOs after downgrades
“We agreed a low running management fee with a high incentive fee”
Ilmarinen’s Janne Gustafsson describes how he launched a CLO distressed fund
“A company with a sound long-term value proposition may not last the next few weeks”
Churchill’s Randy Schwimmer says liquidity is king
“On the internet, no-one knows you’re in your pants. Unless that’s your thing.”
Welshcake discusses CLO success, loan market cushions and a corvid crisis
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Global credit funds & CLO's
May 2020
| Issue 223
Published in London & New York.
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