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Repricing, Not Retreating: The Strategic Migration to CLOs

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When it comes to investing in alternative markets, the private credit market has been garnering attention in recent years. However, a “software selloff” combined with transparency concerns have some investors questioning the space. However, this isn’t a broad market exodus, but rather, a “repricing of risk.” As TMX VettaFi Senior Industry Analyst Kirsten Chang noted, the primary concern is isolated to software and tech-enabled services. Can this localized pressure in corners of the opaque, illiquid credit markets spill over into collateralized loan obligations (CLOs)? The simple answer is no.


Source: https://etfdb.com/market-insights-content-hub/strategic-migration-clos/



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