Panel: The US CLO outlook – transatlantic trends and perspectives
After a surprisingly strong year for new CLOs in 2023 forecasts are mixed for 2024. Some believe that US primary market activity will be patchy, with investors less willing to deploy capital following broader market volatility in rates and concerns about liquidity. But others point to continuing strong performance of existing CLOs as increasing attractive. This panel delves into the landscape of the US CLO market exploring the latest trends, regulatory shifts and the nuanced distinctions between US and European CLO markets. Panellists will discuss:
- How will the primary market perform for the rest of the year? Will issuance return to 2021 levels or stay subdued?
- What are the key distinctions between the US and European CLO markets including deal structures, investor base and regulatory landscapes?
- How will new regulations for both banks and insurance firms impact CLO structuring and management in the US? How can managers align CLO structures with new regulatory frameworks?
- Is the 2022 reset wave played out? What vintages should we expect to reset or refinance next?
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