Market Commentary-
White Papers & CLO Insider Newsletter

Capra Ibex

CLO Insider Newsletter: After Calm February, March's Banking Crisis Shakes CLO Market

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

Capra Ibex

CLO Insider January 2023: What Didn't Change When the Market Rallied

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

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CLO Insider Newsletter: 2022 Year in Review

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

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CLO Insider November 2022: CPI Report Sparks Market Rally

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

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CLO Insider October 2022: Market Sees Signs of Relief

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

Capra Ibex

CLO Insider September 2022: Macro Concerns Spark Market Sell-Off

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

Capra Ibex

CLO Insider August 2022: The Market Rally's Reversal

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

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CLO Insider July 2022: Recession Concerns Fade

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

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CLO Insider June 2022: Why the Market Rally Stalled

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...

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