Should you worry about collateralized loan obligations in your funds? The short answer is probably not. As a reminder, CLOs are securities backed by pools of leveraged bank loans. Like many structured ...

CLOs outperform IG bonds, HY bonds, and the aggregate US market due to diversification, protection against volatility, higher credit spreads, and lower risk. CLOs' floating rate coupons and ...

Despite their lack of inclusion in broad 'agg' indices, CLOs have proven they belong in investors’ core bond portfolios. From the end of November last year through mid-January 2025, the 10-year U.S.

The last few years have been challenging for fixed income investors. At first, interest rates were below historical averages, creating a difficult search for yield. Then the environment changed ...

Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients’ portfolios. They provide investors with access to a diverse pool of senior secured loans. While they have ...

For institutional investors looking for diversification strategies, collateralized loan obligations can be a stable option that provides downside protection in an uncertain macro environment. A market ...

Asset owners are increasingly allocating capital to collateralized loan obligations, and with good reason, according to recent research. Collateralized loan obligations — or CLOs — have produced ...

CLOs have historically offered a compelling combination of above-average yield, strong risk profiles, and the potential for strong upside appreciation. Over the long term, collateralized loan ...

Collateralized loan obligations are a specialized part of the corporate debt market that because of their relative complexity were mostly found in the realm of private investment. But a surge in the ...