Especially when paired with short positions in cash, says III’s Kelley Baum. She believes cash spreads won’t stay tight

The LSTA’s Tess Virmani says loan buyers should prepare for a rush of early Sofr opt-in amendments with five-day deadlines

“CLO managers are locking in loan/bond trading gains”

BNP Paribas’s Dushy Puvan says CLO managers are trading instruments from the same issuer

“CLO platforms are a monetisable asset class”

Hildene’s Dushyant Mehra describes how his firm benefited from the sale of Carlson’s CLO contracts

“The fund was devoid of generic beta”

Ayaltis’s Andrea Luzzi says his outperforming fund is invested in “idiosyncratic opportunities”