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CLOs and the growth of private credit
Alyssa Irving profiles private credit's influence on CLOs, focusing on its ability to refinance lower-quality issuers and the potential benefits for the broadly syndicated market.
Private credit: Is the illiquidity premium still worth it?
Our private credit team explores the value of the asset class’s illiquidity premium in today’s uncertain markets.
CLO investing and active ETFs
Alyssa Irving explores the evolving role of active ETFs in the AAA CLO market, highlighting their significant growth, the impact of increased trading activity, and the potential opportunities they create.
CLO equity’s role in asset allocation
We discuss CLO equity's role in asset allocation, highlighting its potential income and diversification benefits. In addition, we explore its potential fit alongside private equity, private credit, and public equity allocations.
Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
The intersection of AI and private credit
Our private credit experts highlight AI's influence on asset class’s market growth, emphasizing how investments in infrastructure like data centers has the potential to drive long-term market opportunity.
Private market update
Check out our collection of videos on the state of the venture capital and private credit markets, featuring leaders from across our private investing platform.
Private credit: Public/private convergence
Our private credit experts explore the convergence of public and private markets, highlighting key areas of opportunity in private credit 2.0.
Insurance Quick Takes: Positioning portfolios for what’s next in private credit
In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.
CLO equity returns in a tight spread environment
Our CLO experts discuss CLO equity investing in today's tight spread environment, focusing on arbitrage, optionality, and income potential.
Private credit roundtable: Outlook in 2025
Our private credit experts explore the potential effects of Trump 2.0 policies — like tariffs and deregulation — on the asset class in 2025. In addition, they dive into the impact of higher-for-longer interest rates, the broadening of private credit markets, and much more.
Alternative Investment Outlook
This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
CLO equity insights: Private credit
Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.
Private placements: A primer for corporate DB plans preparing to derisk
With many corporate DB plans exploring derisking opportunities, Portfolio Manager Elisabeth Perenick and Multi-Asset Strategist Amy Trainor discuss the potential role that private investment-grade credit, or private placements, could play and consider common questions about liquidity and allocation sizing.
Beyond the noise: Four key drivers of private credit opportunities
With recent negative headlines around private credit, we think it's crucial to move beyond the noise and explore the asset class's enduring trends like disintermediation, the convergence of public and private markets, and much more.
Private credit: Key market themes for the year ahead
In our annual private credit outlook, learn about three themes that have dominated headlines recently and may create opportunities for parts of the private credit market going forward.
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