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Global Multi-Strategy Fund
What’s the Fed got to do with it? The impact of rate cuts on CLO equity
Our CLO experts discuss the implications of Fed rate cuts on CLO equity, emphasizing its potential to maintain income amidst rate sensitivity challenges in other credit assets.
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.
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.
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.
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.
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.
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.
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