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."
David Puchowski, Director of Analysis at LSEG LPC joins CJ Doherty to discuss the key trends that shaped the direct lending market in 2023...
The huge growth in AI applications and data consumption is driving the need for financing of digital assets. Host CJ Doherty sits down with...
Looking at the relevance of sustainable finance amid broader market uncertainty.