Iran War to increase corporate default rates globally — IACPM Survey
Though the credit market is absorbing new leveraged loan issuance amid geopolitical uncertainty, credit managers expect the war to drive a rise in defaults

New European Partners Group CLO prices with delayed-issuance single B tranche
Both the triple As and double As were split across note and loan tranches, with the triple As issuing at the current market benchmark of 130bps over Euribor

CLO equity price decline represents compelling buying opportunity — CIFC
Over the next 12 to 24 months, CLO equity could generate returns comparable to those seen in 2023-2024, CIFC believes

Euro CLO market perks up to close out week, as LGT and Capital Four price deals
A new issue from LGT Capital Partners and a reset from Capital Four came after a tepid week of issuance, impacted by the ongoing disruptive impacts of AI on software loans, allied to uncertainty stemming from the war in Iran

European CLO market predicted to double in size within five years
At the FT Live Euro CLO conference in London, managers have predicted rapid growth in the European market over the next five years

CLO primary market in Europe to go quiet amid oil price upheaval – Acer Tree
EXCLUSIVE: No new issues are expected to reach the market this week as investors and managers take a wait-and-see approach following new geopolitical pressures 

Loan ETFs see massive outflows as retail investors react to software, Iran
EXCLUSIVE: The software sell-off and Iranian conflict have rattled the retail market and led to a spike in outflows, according to Octaura data

Golub reset sets fresh AAA market tight for private credit CLOs
Golub Capital Partners CLO 71(M)-R issued its top-of-stack paper at SOFR plus 135bps, two bps inside the previous low

Private credit manager Varagon prices second CLO
Arranged by BNP Paribas, the USD 592m MDL Structured Notes II is the manager’s first CLO issue since its market debut in October 2024

CLO ETFs attracted USD 14.8bn of investor cash in 2025 – Morningstar
Total net inflows for US-domiciled CLO ETFs fell short of the highs seen in 2024

TwentyFour AM favours European CLO equity going into 2026
In comparison, US CLO equity faces more challenges related to LMEs and refinancing activity, the asset manager said

Further lawyer moves predicted as competition for legal CLO talent intensifies

EXCLUSIVE: Shortage of talent amongst legal CLO specialists has fuelled speculation of more moves unless law firms prioritise staff retention

End of week sees private credit CLO issuance rush
The mid-market saw a flurry of issues from Eldridge, Churchill, StepStone and BlackRock toward the end of last week, with the total value of the four deals across Thursday and Friday totalling over USD 1.5bn

Blue Owl prints tightest triple As in new middle-market CLO since Liberation Day
It’s the first middle market new issue of 2025 from the manager

Private credit inflows face uphill battle even as 401(k) doors open
Although US President Trump’s executive order opens defined contribution retirement plans like 401(k)s to private credit investments, a sudden and meaningful rise in inflows is unlikely 

Mid-market CLO rally unlikely to endure — S&P Global
The positive start to the year has been undercut by uncertainty stemming from the Trump administration’s new tariff regime

Flood of new US CLOs print before long weekend as market wraps up busy week
A hectic day saw new issues pricing from Antares, Barings, CQS and Polus

Carlyle increases total US CLO issuance for 2025 to over USD 3.75bn with new print
Valued at just over USD 612m, Carlyle 2025-3 priced its triple As at SOFR plus 138bps

UBS prices two US CLOs in two days via Nomura
The new issue and the reset together totalled USD 1.15bn in size

PineBridge resets 2023-vintage US CLO with triple As at 146bps
The latest in a series of 2023-vintage resets knocked 40bps off the spread at the top of the stack

Trinitas resets short-dated US deal on five-year timeline
The deal saw the triple As on the late 2023-vintage transaction tighten by 24bps

European CLO market weakens on shock US tariffs and trade war escalation
EXCLUSIVE: Traders in "price discovery mode" with CLO BBs down about 25bps points, and BBBs a point or more, while others see less of a decline in morning

Sound Point prints new USD 354m US CLO
The BSL deal priced the senior triple As at SOFR plus 125bps

Trimaran resets, upsizes 2022-vintage US BSL CLO
Adding USD 81m to the debt stack, the deal also restructured the CLO on a 2Y/5Y timetable

Fidelity’s Ballyrock prices third reset of the year
The deal comes a few weeks after another 2021-vintage Ballyrock reset priced its triple As at the same level