Panel: Allocators outlook

It might not have been a record year for the CLO market, but 2022 still saw $114 billion of new issuance. But it was a harder time for CLO investors, with the Creditflux index of CLO fund performance down 7.7% YTD (as of the end of November). Our panel of expert allocators will talk us through how structured credit in general, and CLOs in particular, fits into their portfolios. How do they deal with the complexities of the asset class, and what advice do they have for new pension funds and insurance companies coming into the asset class for the first time?

How will CLO strategies perform over the next twelve months?
Should investors look at US or European CLOs, and should they keep to vanilla deals or look at more unusual structures?
How should LPs approach manager selection?
What are the pitfalls to avoid when pitching a CLO allocation to your board?

  • Speakers keyboard_arrow_down
    Tanvi Gupta Head of data journalism CREDITFLUX
    Ryan Dembinsky Senior Research Analyst RUSSELL INVESTMENTS Bio
    Mike Minnich President and Chief Investment Officer MIDWEST HOLDING Bio
    Tom Stack Senior Investment Director CAMBRIDGE ASSOCIATES Bio
    Melissa Tan Managing Director FOSUN ASSET MANAGEMENT Bio