Macro Hive Conversations With Bilal Hafeez cover image

Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through

Macro Hive Conversations With Bilal Hafeez

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How have refinancings and defaults affected CLO returns?

Shiloh explains loan repricing, liability cost changes, rising defaults from 2021 vintages, and impacts on CLO equity.

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