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23min chapter
Structured Credit Maven Laila Kollmorgen on CLO’s Rally and Opportunity To Differentiate As Fundamentals Soften and Prices Climb | VanEck Fireside Chat #6
Forward Guidance
Navigating CLOs and ETFs: Investment Strategies and Risks
This chapter explores investment dynamics in collateralized loan obligations (CLOs) and exchange-traded funds (ETFs), with a focus on value assessment across credit ratings. It covers challenges posed by market fluctuations, including default rates and the implications for portfolio management, while emphasizing the importance of prudent risk management and liquidity. Additionally, it discusses the rise of middle market CLOs and the interaction between private credit and CLO investors, highlighting both opportunities and risks in the current financial landscape.
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