Andrew Bayerl

Credit Interest rates Asset allocation Fixed income Economic cycle Monetary policy Quick Take

CLOs: Poised to outperform in 2023?

Collateralized loan obligations (CLOs) have been sparking investor interest lately — and with good reason, say Investment Director Andrew Bayerl and Investment Specialist Celene Klimas.

By

Andrew Bayerl, CFA

Celene Klimas, CFA

event January 2023

Quick Take

2024-01-31

Credit Interest rates Portfolio strategy Quick Take

Don’t be surprised if CLO equity surprises to the upside

Members of our fixed income team, including Portfolio Manager Alyssa Irving, believe CLO equity could be poised to outperform many other risk assets over the next few years.

Multiple authors

event July 2022

Quick Take

2022-10-31

Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article

2022 Fixed Income Outlook

Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.

Multiple authors

event December 2021

Article

2022-11-15

Interest rates Private credit Private investing Private Investing Program Article

CLO equity returns in a tight spread environment

Our CLO experts discuss CLO equity investing in today's tight spread environment, focusing on arbitrage, optionality, and income potential.

By

Alyssa Irving

Andrew Bayerl, CFA

event March 2025

6 min

Article

2026-02-28

Private credit Fixed income Volatility Institutional Program Credit Liquid alternatives & hedge funds Private investing Article

CLO equity insights: Private credit

Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.

By

Alyssa Irving

Andrew Bayerl, CFA

event August 2024

5 min

Article

2025-08-31

Income Total return Credit Fixed income Macro and market Fixed income program Quick Take

CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

By

Andrew Bayerl, CFA

Alyssa Irving

event February 2024

Quick Take

2025-02-28

Credit Interest rates Asset allocation Fixed income Economic cycle Monetary policy Quick Take

CLOs: Poised to outperform in 2023?

Collateralized loan obligations (CLOs) have been sparking investor interest lately — and with good reason, say Investment Director Andrew Bayerl and Investment Specialist Celene Klimas.

By

Andrew Bayerl, CFA

Celene Klimas, CFA

event January 2023

Quick Take

2024-01-31

Credit Interest rates Portfolio strategy Quick Take

Don’t be surprised if CLO equity surprises to the upside

Members of our fixed income team, including Portfolio Manager Alyssa Irving, believe CLO equity could be poised to outperform many other risk assets over the next few years.

Multiple authors

event July 2022

Quick Take

2022-10-31

Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article

2022 Fixed Income Outlook

Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.

Multiple authors

event December 2021

Article

2022-11-15

Interest rates Private credit Private investing Private Investing Program Article

CLO equity returns in a tight spread environment

Our CLO experts discuss CLO equity investing in today's tight spread environment, focusing on arbitrage, optionality, and income potential.

By

Alyssa Irving

Andrew Bayerl, CFA

event March 2025

6 min

Article

2026-02-28

Private credit Fixed income Volatility Institutional Program Credit Liquid alternatives & hedge funds Private investing Article

CLO equity insights: Private credit

Explore how the convergence of public and private markets is impacting CLO equity, including the unexpected benefit it has driven in recent years.

By

Alyssa Irving

Andrew Bayerl, CFA

event August 2024

5 min

Article

2025-08-31

Income Total return Credit Fixed income Macro and market Fixed income program Quick Take

CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

By

Andrew Bayerl, CFA

Alyssa Irving

event February 2024

Quick Take

2025-02-28

Credit Interest rates Asset allocation Fixed income Economic cycle Monetary policy Quick Take

CLOs: Poised to outperform in 2023?

Collateralized loan obligations (CLOs) have been sparking investor interest lately — and with good reason, say Investment Director Andrew Bayerl and Investment Specialist Celene Klimas.

By

Andrew Bayerl, CFA

Celene Klimas, CFA

event January 2023

Quick Take

2024-01-31

Credit Interest rates Portfolio strategy Quick Take

Don’t be surprised if CLO equity surprises to the upside

Members of our fixed income team, including Portfolio Manager Alyssa Irving, believe CLO equity could be poised to outperform many other risk assets over the next few years.

Multiple authors

event July 2022

Quick Take

2022-10-31

Outlook Yield Commodities Interest rates Inflation Portfolio construction Risk management Article

2022 Fixed Income Outlook

Our fixed income outlook for 2022, examines our views on inflation and interest rates and the role central banks will play in the coming year.

Multiple authors

event December 2021

Article

2022-11-15

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