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Listen "Market thaw leads to opportunities"
Episode Synopsis
In today’s episode of The Weekly Fix, Ajeet Atwal, Portfolio Manager, BlueBay US Fixed Income at RBC GAM, discusses the impact of improved market sentiment on the collateralized loan obligation (CLO) market. Earlier this year, a pullback by CLO buyers caused spreads to widen out, but the buyers have come back as conventional wisdom moves towards a no recession scenario. Spreads have come in, but CLOs still trade at an appealing level relative to other investment grade or high yield alternatives.
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