Private debt investing: Exploring Collateralized Loan Obligations

Over the past fifty years, fixed income investment strategies have primarily revolved around holding combinations of Municipals, Corporates, Treasuries, and Agency Mortgage-Backed Securities. While additional products like Preferreds have occasionally been included, the core investment approach

Structured products are investment instruments whose returns are tied to the performance of underlying assets such as stocks, indices, or commodities. Typically offered as unsecured obligations, these investments include structured notes, certificates of deposit (CDs), and

Structured products are specialised financial instruments designed to offer returns linked to the performance of underlying assets or indices, which might include stocks, bonds, commodities, currencies, or interest rates. Due to their broad range and customisation

Many retail investors rely on the traditional “asset allocation” model, which typically involves a mix of cash, public stocks, and bonds. Financial advisors frequently recommend portfolios combining equities and bonds, as this approach has been long-established.

The corporate credit market is undergoing a significant transformation. Since the 1980s, large companies have turned away from traditional banks, relying instead on the bond market for financing. Now, private capital firms are taking a larger

Sophisticated investors constantly seek ways to optimise returns while managing risk. One such opportunity comes through Collateralized Loan Obligation (CLO) funds. These unique and dynamic assets have attracted attention due to their higher yields and diversification

Private credit firms are rapidly gaining ground in the collateralised loan obligation (CLO) market, securing an increasing portion of new issuances. CLOs, once considered niche strategies, are now being widely embraced by institutional investors and have

The U.S. Federal Reserve recently implemented a significant interest rate reduction, and another 50 basis point cut is expected in November, with further cuts on the horizon. Despite these declining rates, investor demand for floating-rate investments,

Collateralised loan obligations (CLOs) have maintained their positive performance, as higher interest rates and the potential for incremental yield continue to attract investors. Supported by a favourable economic backdrop, CLO performance has remained solid across the

Investors have a variety of options when it comes to building their portfolios, with each investment offering different levels of risk and return. One type of investment that often flies under the radar for many is

Structured finance is an investment method focusing on collateralised debt obligations (CDOs) and collateralised loan obligations (CLOs), which often include assets like mortgages and auto loans. These investments are commonly known as asset-backed securities. The process

Collateralised loan obligations (CLOs) are debt instruments that have existed for over 30 years. In recent years, US insurers have significantly increased their exposure to CLOs, reaching approximately $158 billion by the end of 2019. CLOs

Collateralized Loan Obligations (CLOs) present a unique investment opportunity within the fixed-income market, although they might not be widely familiar to many investors. CLOs have been around since the 1990s when banks and insurance companies began

Collateralised loan obligations (CLOs) and structured products play an integral role in the modern financial landscape, offering sophisticated investment opportunities and diversifying risk for investors. CLOs, in particular, have become a significant component of the broader