Episode 25 | Deep Dive into the CLO ETF and Broader Securitized Market

Episode 25 September 05, 2024 00:20:03
Episode 25 | Deep Dive into the CLO ETF and Broader Securitized Market
LPC - Lending Lowdown Series
Episode 25 | Deep Dive into the CLO ETF and Broader Securitized Market

Sep 05 2024 | 00:20:03

/

Show Notes

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."

Other Episodes

Episode 6

November 14, 2022 00:14:13
Episode Cover

Episode 6 | Blackstone Credit Spotlight

Blackstone Credit’s Carlos Whitaker shares his outlook for the private credit market. How are portfolio companies positioned amid the rising rate environment? With 2023...

Listen

Episode 7

December 16, 2022 00:17:51
Episode Cover

Episode 7 | Risk vs. Reward

Host CJ Doherty sits down with Fran Beyers, Head of Capital Markets at Cliffwater, to discuss current conditions in the direct lending market as...

Listen

Episode 5

October 24, 2022 00:10:44
Episode Cover

Episode 5 | State of the European Lending Space

A look at the European leveraged and investment grade loan markets. Is leveraged lending shut down in Europe? What opportunities have arisen for the ...

Listen