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Cloud 9fin

Tranche Talk — More tailwinds than headwinds for CLOs in 2025

18 Dec 2024

Description

A record breaking year comes to an end. What could possibly come next? How about another?In this week's episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin, talks with Pratik Gupta, head of CLO and RMBS research at Bank of America, to discuss the outlook for 2025. They talk about ETFs, performance across the CLO capital structure, LMEs, co-op agreements, HY bond buckets and why 2025 might match the record breaking levels of issuance we've seen in 2024.Have any feedback on the episode? Send us a note at [email protected]. Thanks for listening.

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