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."
Taking a look at current market dynamics in the leveraged lending space amidst volatility, inflation, and how loans are performing versus other asset classes.
Host CJ Doherty sits down with Craig Packer, Co-Founder of Blue Owl and CEO of the Owl Rock BDCs, to discuss today’s direct lending...
Host CJ Doherty speaks with Brian Himot, Head of Structured Capital at Strategic Value Partners, about capital solutions lending in both the US and...