Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
The Insight by Oaktree Capital
The Benefits of CLOs
Loan market is very bifurcated. So you have loans that I would consider CLO eligible or the haves and the have-nots. The higher quality loans that CLOs invest in typically trade closer to par. And then you have weaker B3B minus or even triple CLOs that CLOs are not actively investing in. That creates a very wide dispersion between the two.
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