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CLO outlook 2026 - Navigating tight markets

21st April 2026

Keynote: Macroeconomic impact on global CLO markets – Structural shifts or continued resilience?

21st April 2026

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Videos

CLO outlook 2026 - Navigating tight markets

Keynote: Macroeconomic impact on global CLO markets – Structural shifts or continued resilience?

Opening remarks

Tenant Concentration Risk and Hyperscaler Credit Quality

Style Drift, Systemic Risk, and Data Sovereignty

Energy Constraints, ESG, and the Green Data Centre Challenge

Winners and Losers in the Data Centre Investment Race

Obsolescence Risk and What Lenders Actually Finance

How Lenders Classify and Underwrite Data Centres

Capital Flows, Securitisation, and the US-Europe Financing Gap

Real Estate Investors Enter the Data Centre Space

Types of Data Centres and Their Functions

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