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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What are investors most worried about right now?

Shiloh highlights concerns over elevated defaults from 2021 vintages, lower recoveries, and adaptation to a lower SOFR environment.

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