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CLO-ckwork Precision: Integrating CLOs into portfolios

Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?

CLO-ckwork_precision
Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Denis

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


20 May 2025
8 minute read

Key takeaways:

  • CLOs offer a compelling mix of diversification and higher-quality income within fixed income portfolios. Active management of loan portfolios by CLO managers can help optimise their risk-adjusted return potential.
  • Proprietary analysis demonstrates the resilience of European AAA CLOs during market volatility. Their floating rate nature and loss protection mechanisms provide stability and defensive qualities.
  • Strategically adding AAA CLOs to fixed income portfolios can thus improve risk-adjusted returns and portfolio resilience. Investors should consider their risk tolerance and objectives, perform due diligence and seek expertise to effectively navigate the CLO market.

Building portfolio resilience is a key objective for investors amid pervasive uncertainty. The Janus Henderson Portfolio Construction and Strategy (PCS) Team explore the performance of AAA Collateralised Loan Obligations (CLOs) as a standalone holding and as part of a diversified fixed income portfolio.

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Le performance passate non sono indicative dei rendimenti futuri. Tutti i dati dei rendimenti includono sia il reddito che le plusvalenze o le eventuali perdite ma sono al lordo dei costi delle commissioni dovuti al momento dell'emissione.

 

Le informazioni contenute in questo articolo non devono essere intese come una guida all'investimento.

 

Non vi è alcuna garanzia che le tendenze passate continuino o che le previsioni si realizzino.

 

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Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Denis

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


20 May 2025
8 minute read

Key takeaways:

  • CLOs offer a compelling mix of diversification and higher-quality income within fixed income portfolios. Active management of loan portfolios by CLO managers can help optimise their risk-adjusted return potential.
  • Proprietary analysis demonstrates the resilience of European AAA CLOs during market volatility. Their floating rate nature and loss protection mechanisms provide stability and defensive qualities.
  • Strategically adding AAA CLOs to fixed income portfolios can thus improve risk-adjusted returns and portfolio resilience. Investors should consider their risk tolerance and objectives, perform due diligence and seek expertise to effectively navigate the CLO market.