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Tariff volatility offers opportunities for CLOs

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Manage episode 477286707 series 3446609
Content provided by 9fin Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 9fin Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin, talks with Carlyle’s Lauren Basmadjian, global head of liquid credit, and Matt Maxwell, head of US loans, to discuss how CLO managers are positioning themselves in the current tariff induced volatility.

They talk about taking advantage of the dislocation in the market, sector specific tariff risk, opportunities for a pull to par trade, how to pick the right assets with the current backdrop of LME risk and how these pockets of volatility could be another positive data point for CLOs.

  continue reading

194 episodes

Artwork
iconShare
 
Manage episode 477286707 series 3446609
Content provided by 9fin Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 9fin Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin, talks with Carlyle’s Lauren Basmadjian, global head of liquid credit, and Matt Maxwell, head of US loans, to discuss how CLO managers are positioning themselves in the current tariff induced volatility.

They talk about taking advantage of the dislocation in the market, sector specific tariff risk, opportunities for a pull to par trade, how to pick the right assets with the current backdrop of LME risk and how these pockets of volatility could be another positive data point for CLOs.

  continue reading

194 episodes

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