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US Market Commentary: CLO Q&A with Capra Ibex's CIO on mezz/equity valuations while navigating price drops and cooling down of new issues, repricings.
In an exclusive LFI  interview, Michael Kurinets, chief investment officer and portfolio manager at Capra Ibex Credit Opportunities,...
Capra Ibex
Mar 284 min read
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US Market Commentary: LMEs could allow struggling names to turn around but only with return to high growth, according to Capra Ibex
LevFin Insight Article: Last year’s wave of LMEs may have bought time for struggling loan issuers to turn things around, but only if...
Capra Ibex
Jan 102 min read
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US Market Commentary: CLO equity behemoth Capra Ibex Advisors' CIO/PM Michael Kurinets discusses key takeaways from 2023, opportunities in Q1
By David Graubard, LevFin Insights Also available at https://v2.creditsights.com/articles/10411956 In an exclusive interview with LevFin...
Capra Ibex
Jan 2, 20243 min read
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US CLO's Are Piling Into Cheap Junk Bonds Adding Rates Risk
Bloomberg Law Read the article here: https://news.bloomberglaw.com/capital-markets/us-clos-are-piling-into-cheap-junk-bonds-adding-rates-...
Capra Ibex
Jun 22, 20221 min read
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Recession Fears Overtake Rate Worries in Global Credit Markets
By Bloomberg Law Read the full article here: https://news.bloomberglaw.com/capital-markets/recession-fears-overtake-rate-worries-in-globa...
Capra Ibex
May 15, 20221 min read
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Capra Ibex’s Kurinets sees challenges and bright spots for CLO equity
by John Hintze, Asset Securitization Report The list of factors likely to impact the collateralized loan obligation (CLO) market just...
Capra Ibex
Mar 13, 20221 min read
30 views
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Shift From Primary to Secondary In CLO Equity
by Private Debt Investor Read full article here: https://www.privatedebtinvestor.com/loan-note-cfos-struggling-with-esg-asian-leveraged-f...
Capra Ibex
Feb 27, 20221 min read
6 views
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Comeback by Japan’s Nochu Adds Fuel to Floating Rate Fire
By Bloomberg Law Read full article here: Comeback by Japan’s Nochu Adds Fuel to Floating Rate Fire
Capra Ibex
Dec 19, 20211 min read
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Junk Loans Shine as Investors Pile Into Riskiest Parts of CLOs
By Wall Street Journal Read full article here: Junk Loans Shine as Investors Pile Into Riskiest Parts of CLOs
Capra Ibex
Oct 13, 20211 min read
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Investors proclaim ‘CLO arb is good’
Media: Creditflux July 2021 Hold on to your hats: at long last market participants agree that US CLO economics are in favor of equity...
Capra Ibex
Jun 30, 20211 min read
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