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UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility

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Navigating CLOs in a Shifting Economy

This chapter examines the effects of rising interest rates and macroeconomic conditions on the Collateralized Loan Obligation (CLO) market. It discusses the balance faced by the Federal Reserve, investor strategies amid changing rates, and the resilience of CLO equity. Additionally, the chapter explores the implications of ETF dynamics and the corporate credit market's default outlook, highlighting the evolving landscape for CLO issuances and investments.

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