Outlook for the Remainder of the Year and Closing Remarks
The panel shares projections for the rest of the year. Loan supply constraints and spread uncertainty are identified as the primary challenges. Volatility is expected to persist driven by macro and geopolitical factors, though private credit CLO spreads have broadly normalised relative to BSL CLOs. Deal execution continues with ABL facilities being structured to contemplate CLO takeouts. The session closes on a cautiously optimistic note.