Why go active in CLOs?
Capturing opportunities in the CLO market requires a combination of taking an active approach and the need for a dedicated an experienced team of managers. The requirement for an active approach is particularly important given the additional nuances of investing in the securitised market over and above conventional fixed income.
- Navigating investment across CLO managers and profiles - active management and multi-layered analysis is essential in conducting comprehensive review of managers, structures and collateral performance
- Regulations – a requirement for strong and robust underwriting, together with an understanding of and adherence to European securitisation regulations
- ESG - deep analysis is required given the added layer of complexity investing in CLOs
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These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
There is no guarantee that past trends will continue, or forecasts will be realised.
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