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- Direct lending (4)
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- CLO (56)
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- Leveraged loans (26)
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Japanese investors must confirm assets are appropriate... CLO managers can provide assurances
6 years ago
The stipulation that Japanese banks invest in appropriately formed assets is unlikely to hurt the CLO industry -
The extra 250-350bp is excessive compensation for the incremental risks run by long-term CLO investors
6 years ago
Double B-rated CLOs price at a premium over corporate credit and yet default rates are much lower -
Q4 2018, which had loan price volatility without defaults, was close to nirvana for CLO investors
6 years ago
The current vintage of CLOs could be the best ever if the volatility in Q4, when retail funds dumped loans, repeats itself, says our columnist Thomas Majewski -
We are yet to find a mass-media article that devotes attention to the potential merits of CLOs
6 years ago
Far too many recent mass-media articles critical of the CLO market are heavy on the hyperbole and light on the facts, writes our columnist and Eagle Point founder Thomas Majewski -
If the loan was not cov-lite, it is likely that Weight Watchers would have defaulted
6 years ago
Cov-lite loans have negative connotations, but they will enable some companies to trade through a bad patch and return to health -
US risk retention did wonders for CLOs
7 years ago
As managers circled the globe seeking to raise risk retention funds they sold CLOs to a whole new audience, says our newest columnist Eagle Point founder Thomas Majewski -
Points up front: Private equity is the enemy
8 years ago
Damien Dwin of Brightwood Capital Advisors was one of the most talked about speakers at Credit?ux’s Private Credit conference last month in New York, raising a laugh with his forthright comments about private equity ?rms. -
Loan defaults will stay below 2% for some time
9 years ago
Eagle Point’s Tom Majewski takes our credit quiz
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