BCA’s chief geo-macro strategist says Iran war could result in surprisingly aggressive rate hiking cycle
PODCAST: Speaking with Lisa Lee on the latest episode of the Credit Exchange podcast, macro and geopolitical expert Marko Papic says there are a number of inflationary elements coming together that could lead to more aggressive action than previously expected by the Fed and other central banks

Fitch warns on credit risks for European CLOs coming out of RPs
Fitch has warned that European CLOs coming out of their reinvestment period could be vulnerable to market shocks due to asset depreciation and an inability to sell out of the lower mezz tranches

The PMs leading the next wave of European CLO strategies
ANALYSIS: A series of high-profile hires have been made ahead of an expected influx of new European CLO managers this year

Bain CLO’s F-note downgrade could signal incoming trend – Fitch
The recent downgrade of class-F notes in Bain Capital Euro CLO 2018-1 may not prove an isolated case among European CLOs, according to the ratings agency

Citi, HPS strike EUR 15bn private debt program
BlackRock-owned HPS and Citi are working together to offer private capital solutions to sponsor-backed and corporate-owned borrowers

Bain takes haircut on single Bs for 2018-vintage Euro CLO, first in post-GFC era
Bain has issued a redemption notice for the eight-year-old European CLO, marking the first haircut for a single B tranche on a European deal amongst post-crisis ‘CLO 2.0’ transactions

Invesco resets its first European CLO with AAAs at 138bps
Deutsche Bank arranged the EUR 399m repricing, which included a EUR 25m equity injection

Elmwood’s European CLO strategy began at Creditflux symposium
EXCLUSIVE: Elmwood has revealed that its European CLO strategy started at the 2024 Creditflux conference, where they began their hiring process

AI blockbuster deals surge as Middle East conflict test dealmaker confidence
Mergermarkets M&A Highlights 1Q26: Global M&A volume jumped 22% to the second highest start ever

Eurazeo expands evergreen push across Europe as wealth inflows rise 18%
EUR 922m in wealth inflows in 2025, up 18%; Two evergreen launches in 2025, wealth AUM now EUR 5.8bn

Volatility spikes and deal spreads widen amid Middle East conflict in Europe
V-Stoxx increases to 24 from 20; Travel companies among worst hit

Schroders, InPost deals boost 2026 takeover pipeline by EUR 19bn
InPost agrees EUR 7.8bn deal with Advent, FedEx; modest premium for Schroders may open for rivals

Rising tide swells deal flow as 2026 M&A wave grows
Tech, healthcare, financial services dominated 2025 deal flow, as US inbound soared; UK, EU policy stability, German defence spending support 2026 European deal sentiment

CLO dispersion set to increase in 2026 – BNP Paribas
Next year is likely to see increasing dispersion in credit performance off the back of a series of idiosyncratic credit events, BNP Paribas has forecast in its 2026 CLO outlook

Golub hires Fair Oaks’ CLO PM, signalling expansion into European market
Creditflux reported on Wednesday he was leaving his current role at Fair Oaks at the end of November; Wallace's new position will encompass broadly-syndicated CLOs as part of a remit that extends across BSL and fixed income

Fair Oaks CLO PM to depart for new shop
EXCLUSIVE: Fair Oaks Capital's Tyler Wallace is set to depart at the end of the month, with Remi Nedelec replacing him as portfolio manager for the firm's European CLO platform

European CLO IG returns reach 3.2% in the YTD - BofA
CLO triple As have returned 3.2% in the year to date, representing the third best year for the segment in the CLO 2.0 market

Are Investors Mispricing “Tail” Volatility in triple A CLOs? - Fair Oaks
GUEST ANALYSIS: Investors may be overestimating the volatility and risk of triple A CLOs, according to Fair Oaks Capital

New York State Common Retirement Fund commits USD 200m to Oak Hill's CLO fund
The pension fund has committed the funds to OHA CLO Equity Fund III, which will target investments in North America and Europe

Trio of Euro resets reinforce tightening trend as CVC revisits 175 AAs
CVC and Onex both printed resets with triple As at 130, while Sculptor upsized its latest print to a target par of EUR 450m

AlbaCore hires four to launch infra debt strategy
The European credit specialist jumps into the infrastructure space for the first time, tapping the former head of infrastructure debt at UBS Asset Management to lead the effort

Tikehau issues first repricing of 2018-vintage Euro CLO
As part of the reset, the capital stack for the 2018-vintage deal was consolidated from its previous 11 debt tranches into a straight vanilla capital structure

Sculptor markets Euro reset via Jefferies
The deal, which is expected to price next week, is guiding price talk at triple As at Euribor plus 134bps

Hayfin adds to surge of short-dated August Euro resets

Five Arrows resets CLO with EUR 100m equity injection for first 2025 print
The EUR 476m transaction repriced a CLO last reset in 2018, and saw total equity boosted to EUR 142m