CLO Structured Credit

CLO equity offers opportunities to enhance returns during periods of heightened volatility, says John Wright, partner and global head of credit at Bain Capital.

The outgoing investment chair of mutual insurer Foresters Friendly Society, who also runs his own investment office, outlines concerns about the private debt market and why he likes certain strategies and avoids others.

The fund is expected to follow a similar strategy to its predecessor of investing in equity tranches of Polus CLOs.

Companies with direct tariff exposure – those that must buy from global sources hit by tariffs – are the obvious candidates for debt default.

Lincoln will partner with the managers to launch two evergreen funds to focus on global private credit and royalties.

Straddling the worlds of equity and debt, Trent Hickman, co-managing partner at VSS Capital Partners, identifies a form of capital that offers business owners flexibility and incentivisation that offers business owners flexibility and incentivisation.

CLO demand remains strong globally, with several factors driving down spreads.

Purchase will add $10.7bn of CLO assets to Redding Ridge, $2bn of private credit to Apollo.

The M&A slog, interest costs and conflicts over valuations created the uneven dynamic.