Section
CLO
6 posts
Chart to Watch: How well have AAA CLOs handled interest rate volatility?
by John Kerschner, CFA, Global Head of Securitised Products, Portfolio Manager, Janus Henderson Early this year,…
Private Credit Under Pressure: Separating Signal from Noise
BMO Global Asset Management's Mark Jarosz on defaults, CLOs, and the retail-institutional divide
TACO Is Off the Menu: DoubleLine's Sherman on Rethinking the Reflexive Buy
Recording on the first day of spring1, with the Iran conflict entering its fourth week, Jeffrey Sherman is…
Do AAA CLOs still make sense in a declining rate environment?
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe the strategic case for AAA CLOs remains compelling amid Federal Reserve (Fed) rate cuts.
Investment Grade CLOs — A Secure Pathway to Income and Diversification
Listen on The Move Episode Summary In a world where bonds are breaking and rates refuse…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
A Smarter Way to Earn High-Quality Income: Why BMO GAM Thinks ZAAA Could Be a Portfolio Game-Changer
CLOs—Collateralized Loan Obligations—have been a go-to strategy in the institutional fixed income world for years. But if you're…