Tag Archives: Greetings

As we leap into yet another promising year, hopefully, I extend my heartiest wishes to my fellow CLO equity and debt investors, as well as our esteemed partners in the fabulous world of CLOs. May this year bring a continuous upswing in CLO equity NAV, empowering us to navigate with more flair and present opportunities to redeem some of our ‘vintage’ deals. In anticipation of a market that’s as dynamic as a New Year’s Eve party, we eagerly hope for a scenario where CLO liability spreads tighten faster than my New Year’s resolutions fade, thus creating a more robust and profitable landscape for us all. Of course, we need the corresponding asset spread tightening to be restrained, so as not to spoil the party.

Wishing you a holiday season that embodies the best of a CLO’s structure: the strength and reliability of the senior tranche, ensuring your festivities are filled with unwavering joy; the adaptability and opportunistic spirit of the mezzanine tranche, bringing excitement and variety to your celebrations; and the high-reward potential of the equity tranche. May your Christmas be as well-rounded, healthy, and prosperous as a well-balanced CLO portfolio!