CLO liquidity – Where are the real opportunities?

scheduleApril 21st, 2026, 14.00 BST

Opportunities in CLOs for the Rest of 2026

The panel identifies key opportunities for the remainder of 2026. Kevin Wong highlights the importance of patience and portfolio cleanliness, noting that dislocations like 2022 rewarded disciplined managers. Kevin also points to discounted junior mezzanine paper as a potential opportunity for investors willing to take on credit risk. The moderator opens the floor to audience questions, with one attendee asking Michael Htun why CLO triple-A tranches do not trade tighter despite their strong risk-reward profile. Michael explains that the buyer base composition — particularly bank treasury return-on-capital constraints and insurance risk weights — is the primary limiting factor.

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