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November 2025 • Issue 281
Global credit funds & CLOs

Welcome to the new Creditflux
Welcome to the new Creditflux
We are changing with the times and now have a front cover to reflect how our once-newsletter has evolved to cover the most important topics in global credit and CLOs.
In this issue, we are focusing on artificial intelligence (AI) and how it is impacting credit markets. While we are in the early days of the AI revolution, already venture debt firms can share some of the promises-fulfilled — and the disappointments. Meanwhile, CLO managers are scouring their loan holdings to see what companies may be disrupted by AI.
In this issue, there’s also the question of where the cockroaches are, why listed BDCs have seen share prices drop, and the weak stock performance of some CLO equity funds.
Hope you enjoy!
Lisa Lee
Managing editor
News
News
CLO managers find AI risk spreading far and wide
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Prices of listed BDCs tumble as falling rates and bankruptcies spook investors
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‘Scale really matters in the CLO business’
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Hey Google, can AI chatbots replace investment bankers?
READ MORE
Venture debt firms sound first notes of caution about AI
READ MORE