Carlyle Flags ‘High Teens’ Middle-Market CLO Gains
The Credit Edge by Bloomberg Intelligence
Navigating Spread Compression and CLO Dynamics
This chapter explores the current landscape of spread compression in broadly syndicated loans (BSLs) and direct lending, examining the implications for asset pricing and credit markets. It highlights the growth of middle market CLOs and the increasing role of CLO ETFs, driven by a shift in investor preferences towards floating rate assets. The discussion addresses the complexities of direct lending and CLO performance, emphasizing risk management strategies in a volatile economic environment.
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