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A "Safe" 6% Yield: The Case for Investment Grade CLOs
Manage episode 357386077 series 2137790
How leveraged loans and CLOs work and how to invest in them. What are the risks and opportunities with the new CLO ETFs.
Topics covered include:
- What are the characteristics of leveraged loans and how David has invested in them in the past, both professionally and personally.
- Why LIBOR reference rate for leveraged loans is being phased out
- What is the current investing climate for leveraged loans
- How collateralized loan obligation work
- Why insurance companies are fighting over CLOs
- What are the different ways to invest in CLOs
For more information on this episode click here.
Show Notes
Libor: The Spider Network—The Wall Street Journal
Investing In The Middle: Tapping Into Opportunities in Middle Market Lending—AllianceBernstein
Top 10 US CLO Managers: CLO AUM (30 Nov 2022)—CLO Research
Monthly US CLO Index - December 2022—Fitch Ratings
Investments Mentioned
Virtus Seix Floating Rate Income Fund (SAMBX)
Virtus Seix Senior Loan ETF (SEIX)
Invesco Senior Loan ETF (BKLN)
DoubleLine Flexible Income Fund (DFLEX)
BlackRock Debt Strategies Fund (DSU)
BlackRock AAA CLO ETF (CLOA)
iShares Treasury Floating Rate Bond ETF (TFLO)
Janus AAA CLO ETF (JAAA)
Janus B-BBB CLO ETF (JBB)
VanEck CLO ETF (CLOI)
Eaglepoint Credit Company (ECC)
Oxford Lane Capital Corp (OXLC)
Related Episodes
206: Be Bear Aware of Bank Loans
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
564 قسمت
Manage episode 357386077 series 2137790
How leveraged loans and CLOs work and how to invest in them. What are the risks and opportunities with the new CLO ETFs.
Topics covered include:
- What are the characteristics of leveraged loans and how David has invested in them in the past, both professionally and personally.
- Why LIBOR reference rate for leveraged loans is being phased out
- What is the current investing climate for leveraged loans
- How collateralized loan obligation work
- Why insurance companies are fighting over CLOs
- What are the different ways to invest in CLOs
For more information on this episode click here.
Show Notes
Libor: The Spider Network—The Wall Street Journal
Investing In The Middle: Tapping Into Opportunities in Middle Market Lending—AllianceBernstein
Top 10 US CLO Managers: CLO AUM (30 Nov 2022)—CLO Research
Monthly US CLO Index - December 2022—Fitch Ratings
Investments Mentioned
Virtus Seix Floating Rate Income Fund (SAMBX)
Virtus Seix Senior Loan ETF (SEIX)
Invesco Senior Loan ETF (BKLN)
DoubleLine Flexible Income Fund (DFLEX)
BlackRock Debt Strategies Fund (DSU)
BlackRock AAA CLO ETF (CLOA)
iShares Treasury Floating Rate Bond ETF (TFLO)
Janus AAA CLO ETF (JAAA)
Janus B-BBB CLO ETF (JBB)
VanEck CLO ETF (CLOI)
Eaglepoint Credit Company (ECC)
Oxford Lane Capital Corp (OXLC)
Related Episodes
206: Be Bear Aware of Bank Loans
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
564 قسمت
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