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 13

May 15, 2023 00:07:41
Episode Cover

Episode 13 | Is Commercial Real Estate The Next Shoe to Drop?

High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears...

Listen

Episode 32

May 07, 2025 00:17:14
Episode Cover

Episode 32 | Current Dynamics in the Corporate Bond Market

Connor Fitzgerald, Portfolio Manager at Wellington Management, joins LSEG LPC’s CJ Doherty to discuss current conditions in the corporate bond market. "I think the...

Listen

Episode 31

April 23, 2025 00:24:12
Episode Cover

Episode 31 | The intersection of private credit and insurance company capital

CJ Doherty sits down with David Ells, Partner and Portfolio Manager at Ares Management and Ryan Moreno, Partner and Co-head of Leveraged Finance at...

Listen