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It may seem a bit rich for Welshcake to tell staid CLO investors they need to be more sensible
5 years ago
Bespokes are the next big thing — and you’d be wise to get involved -
They said it: "They are finally picking up the phone and making use of their rolodexes"
5 years ago
Bankers have been forced to reconnect with the broader triple A CLO buyer base now that Norinchukin Bank has stepped back, says a US CLO equity investor. -
Points up front: Cap wearer plays trump card in support of SRT
5 years ago
Such has been the success of Donald Trump’s “make America great again” caps that structured credit folks have started sporting their own versions. Santander’s Jeremy Hermant has been seen in the streets of London proudly wearing a cap with the motto “make SRT great again”. Hermant works in the significant risk transfer team and tells Creditflux that he has been campaigning for SRTs for the past few years. -
Points up front: Benefits of being unethical
5 years ago
Investing ethically is increasingly becoming part of a credit manager’s mandate, with environmental, social and governance (ESG) strategies all the rage. -
PE hold periods have shrunk but fast acquisitions can lead to botched integrations
6 years ago
Buyout multiples are likely to stay high – but moving fast and specialising can help firms make money -
Being fully invested can have a greater impact on IRRs than avoiding 2% defaults annually
6 years ago
The IRR differential can be as much as 3.3% for a fully invested CLO versus one that maintains a 5% cash balance -
Past Returns: Repacking in land of the rising sun
6 years ago
Five years ago in Creditflux, we reported that Bank of Tokyo Mitsubishi UFJ was embarking on a strategy of buying repackaged CLO triple A notes denominated in Japanese yen -
Points up front: “I always think of myself as Bruce Lee when I’m investing in CLO equity”
6 years ago
An analytical mind, a strong network of industry contacts and an eye for value are vital for a competent CLO equity investor. But don’t forget the one-inch punch -
They said it: “I’ve run the numbers and it looks more like a 3% IRR”
6 years ago
A CLO modelling professional tells Creditflux that European CLO model portfolios don’t look realistic
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