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CLO Insider: July Brings Calmer Markets
By Mike Kurinets, Chief Investment Officer Key Takeaways: Loan prices continued to rise in July. The price of leveraged loans increased...

Capra Ibex
Aug 30, 20235 min read
180 views
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CLO Insider: Risk-On Mentality Returns in June
By Mike Kurinets, Chief Investment Officer Key Takeaways: The US avoided default. On June 1, both chambers of the US Congress passed the...

Capra Ibex
Jul 31, 20233 min read
146 views
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CLO Insider: What Caused May's Market Sell Off?
By Mike Kurinets, Chief Investment Officer Key Takeaways: Regional bank concerns returned in May. After the regional bank crisis appeared...

Capra Ibex
Jun 27, 20235 min read
183 views
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CLO Insider: Why The Markets Calmed Down In April
By Mike Kurinets, Chief Investment Officer Key Takeaways: For most of April, the markets’ concerns over the regional banking crisis...

Capra Ibex
May 19, 20237 min read
60 views
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CLO Insider Newsletter: How the Market Reacted to March's Banking Crisis
By Mike Kurinets, Chief Investment Officer Key Takeaways: Regional bank crisis drove market volatility in March. The unexpected news that...

Capra Ibex
Apr 20, 20237 min read
213 views
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CLO Insider Newsletter: After Calm February, March's Banking Crisis Shakes CLO Market
By Mike Kurinets, Chief Investment Officer Banking Crisis Rattles CLO Market Before diving into our commentary about the CLO and...

Capra Ibex
Mar 24, 20235 min read
110 views
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CLO Insider January 2023: What Didn't Change When the Market Rallied
By Mike Kurinets, Chief Investment Officer Key takeaways from January: The leveraged loan market rose sharply in January: For most of...

Capra Ibex
Feb 22, 20238 min read
51 views
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CLO Insider Newsletter: 2022 Year in Review
By Mike Kurinets, Chief Investment Officer Key takeaways from December: The leveraged loan market sold off slightly in December: Though...

Capra Ibex
Jan 31, 20237 min read
17 views
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CLO Insider November 2022: CPI Report Sparks Market Rally
by Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore how the leveraged loan and CLO markets responded to...

Capra Ibex
Dec 20, 20226 min read
40 views
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CLO Insider October 2022: Market Sees Signs of Relief
By Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore the signs of relief that the CLO and leveraged loan...

Capra Ibex
Nov 30, 20228 min read
16 views
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CLO Insider September 2022: Macro Concerns Spark Market Sell-Off
by Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore the sell-off in the CLO and leveraged loan markets...

Capra Ibex
Oct 25, 20226 min read
10 views
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CLO Insider August 2022: The Market Rally's Reversal
by Mike Kurinets, Chief Investment Officer. In this month’s CLO Insider, we explore how the CLO and leveraged loan markets reacted to...

Capra Ibex
Sep 28, 20224 min read
13 views
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CLO Insider July 2022: Recession Concerns Fade
by Mike Kurinets, Chief Investment Officer This month’s CLO Insider explores why the leveraged loan markets turned bullish in July after...

Capra Ibex
Aug 29, 20225 min read
25 views


CLO Insider June 2022: Why the Market Rally Stalled
By Mike Kurinets, Chief Investment Officer This month’s CLO Insider explores the impacts of June’s CPI report and the Fed’s 75 bp rate...

Capra Ibex
Jul 19, 20226 min read
30 views


CLO Insider May 2022: Making Sense of a Bearish Market
by Mike Kurinets, Chief Investment Officer This month’s CLO Insider explores how leveraged loan markets are reflecting growing concerns...

Capra Ibex
Jun 8, 20225 min read
17 views


CLO Insider March 2022: CLO AAA Widening Surprises Market
By Michael Kurinets, Chief Investment Officer Widening AAA CLO Credit Spreads Fluster CLO Market Credit spreads on CLO AAAs abruptly...

Capra Ibex
Apr 21, 20226 min read
12 views


CLO Insider February 2022: Impact of War in Ukraine
By Mike Kurinets, Chief Investment Officer The war in Ukraine ended up as the dominant force driving markets in February. CLO Equity...

Capra Ibex
Mar 10, 20225 min read
15 views


CLO Insider January 2022
By Mike Kurinets, Chief Investment Officer The leveraged loan market ended January slightly positive (+0.08 points), while CLO...

Capra Ibex
Feb 15, 20224 min read
6 views


CLO Insider 2021 Review and 2022 Outlook
By Mike Kurinets, Chief Investment Officer What significant global events impacted the CLO market during 2021? 2021 was a strong year for...

Capra Ibex
Jan 13, 20229 min read
39 views


CLO Insider December 2022
by Mike Kurinets, Chief Investment Officer In December, prices in the leveraged loan market ended the month higher by 0.26 points [*1]....

Capra Ibex
Jan 1, 20224 min read
6 views
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