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 18

November 23, 2023 00:16:54
Episode Cover

Episode 18 | Opportunities in the Lower Middle Market

Host CJ Doherty and Dan Lee, partner at Comvest Credit Partners, discuss the current lending landscape in the US lower middle market. “The lower...

Listen

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 15

July 20, 2023 00:08:14
Episode Cover

Episode 15 | CLO Outlook

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...

Listen