CLO Structured Credit

Find out our five key themes of 2026. Also, Axar Capital thinks ‘can kicking’ must come to an end, and Treeline beats target for direct lending fund. Here’s today’s brief for our valued subscribers only.

Collateralised loan obligations are resilient in the face of pressure and offer opportunities should infrastructure spending or merger activity soar in upcoming quarters.

The deal will significantly expand CVC’s presence in North America and follows the signing of a $3.5bn partnership with AIG.

The firm reached its hard-cap for BSP Real Estate Opportunistic Debt Fund II with 29 months of time logged fundraising on the road.

Manager sees an inflection point for infra lending via CLOs that marks a turn away from the banks.

Fundraising hit a new record in 2025, but only just!

London-based manager’s new open-ended global interval fund focuses on synthetic risk transfer and capital relief.

The $3.3trn structured credit market’s appeal is rising for insurers, says Phoenix’s head of private markets and a forthcoming report from US manager First Eagle Investments.

Entries for the PDI Awards 2025 must be received by midnight (PT) on 21 November.

Germany’s Perpetual and Lithuania’s Willgrow are targeting new or niche areas of illiquid credit, as double-digit returns get harder to come by from the asset class.