We outline the extent of the problems for leveraged loan issuers, and whether the wave of LMEs and expected rate cuts will be enough.

By Mike Kurinets, Chief Investment Officer Key Takeaways: Loan prices continued to rise in July. The price of leveraged loans increased...

By Daniel Miller, Chief Credit Officer Summary During periods of elevated default rates, decreases in leveraged loan prices play an...

By Mike Kurinets, Chief Investment Officer Key Takeaways: The US avoided default. On June 1, both chambers of the US Congress passed the...

By Mike Kurinets, Chief Investment Officer Key Takeaways: Regional bank concerns returned in May. After the regional bank crisis appeared...

By Mike Kurinets, Chief Investment Officer Key Takeaways: For most of April, the markets’ concerns over the regional banking crisis...

By Mike Kurinets, Chief Investment Officer Key Takeaways: Regional bank crisis drove market volatility in March. The unexpected news that...

By Mike Kurinets, Chief Investment Officer Banking Crisis Rattles CLO Market Before diving into our commentary about the CLO and...

By Mike Kurinets, Chief Investment Officer Key takeaways from January: The leveraged loan market rose sharply in January: For most of...

By Mike Kurinets, Chief Investment Officer Key takeaways from December: The leveraged loan market sold off slightly in December: Though...

By Daniel Miller, Chief Credit Officer. Our Forecast Forecast leveraged loan default rate of 3.8% in 2023 and 3.3% in 2024 (rates...

by Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore how the leveraged loan and CLO markets responded to...

By Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore the signs of relief that the CLO and leveraged loan...

by Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore the sell-off in the CLO and leveraged loan markets...

by Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore how the CLO and leveraged loan markets reacted to...

by Mike Kurinets, Chief Investment Officer This month’s CLO Insider explores why the leveraged loan markets turned bullish in July after...

By Mike Kurinets, Chief Investment Officer This month’s CLO Insider explores the impacts of June’s CPI report and the Fed’s 75 bp rate...

by Mike Kurinets, Chief Investment Officer This month’s CLO Insider explores how leveraged loan markets are reflecting growing concerns...

By Michael Kurinets, Chief Investment Officer Widening AAA CLO Credit Spreads Fluster CLO Market Credit spreads on CLO AAAs abruptly...

By Jim Healy, Chief Executive Officer, & Daniel Miller, Chief Credit Officer. Identifying the Tipping Point for Leveraged Loan Issuers...