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Things aren’t always what they seem
8 years ago
Buy CLO triple As but don’t be fooled by diversity scores; take a look at credit index futures if you need liquidity; and watch out for quasi-mid market loans appearing in CLOs -
Investing ethically is worth it
8 years ago
Managers could see less volatile returns as a result of their increasing adoption of ESG-friendly portfolios; meanwhile direct lending is spreading across Europe -
Move up the stack to avoid implosion
8 years ago
Pundit warns investors to be concerned about return of their principal – but senior loans may be a safe haven as credit yields are squeezed and high yield becomes crowded -
European direct lenders strike €25 million sweet spot
11 years ago
Many new entrants to the European direct lending market are finding that they can put assets to work by making loans in the €20 million to €30 million range
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