#8 John Kerschner, Head of U.S. Securitized Products, Janus

#8 John Kerschner, Head of U.S. Securitized Products, Janus Henderson

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Shiloh Bates welcomes John Kerschner, Head of U.S. Securitized Products and a Portfolio Manager for JAAA at Janus Henderson, to the podcast. John explains the relative attractiveness of CLO AAAs versus other asset classes; how his team chooses CLO AAAs; and if he thinks the market should expect continued CLO tightening.

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#14 Lauren Basmadjian, Global Head of Liquid Credit, Carlyle

Lauren Basmadjian, Carlyle's Global Head of Liquid Credit, joins The CLO Investor podcast to discuss rate cuts, her outlook for CLO spreads, loan default and recoveries, and how she thinks about investing in CLOs managed by other managers.

Published 11/14/24

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#13 Stephen Anderberg, U.S. CLOs Sector Lead, Standard & Poor's Global Ratings

Shiloh Bates talks to Stephen Anderberg, the sector lead for U.S. CLOs at Standard and Poor's Global Ratings, about how CLOs are rated, trends in upgrades and downgrades and defaults. They also discuss how the September 18, 2024, interest rate cut may move the market. And they talk about how CLO...

Published 10/17/24