John Kerschner, Head of U.S. Securitized Products & Portfolio Manager at Janus Henderson Investors joins CJ Doherty to discuss the growing CLO ETF and broader securitized market. "Securitized products are issued at the short end of the yield curve between one and five years," said Kerschner. "Now that the yield curve is inverted, meaning the short end has higher yields than the long end, that makes the overall yields of securitized products look very attractive."
Host CJ Doherty and Dan Lee, partner at Comvest Credit Partners, discuss the current lending landscape in the US lower middle market. “The lower...
High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears...
US CLO market activity slowed in 2Q23, with issuance falling 37% to US$21.3bn as the challenging arbitrage impacted dealflow, ultimately constraining liquidity. In Episode...