Extra Credit

While inflation, interest rate uncertainty, geopolitical unrest, and the prospect of tariff wars are weighing on the performance of traditional assets, credit-driven strategies—private credit funds and collateralized loan obligations (CLOs)—have proven remarkably resilient. Credit investment strategies are an attractive, higher-yield alternative to the public bond market, with relatively low volatility compared to equities.

However, while robust markets for credit-based strategies suggests a big opportunity, it also brings a big challenge: increased competition, both for fundraising and sourcing talent. Read this whitepaper to learn why CLOs are experiencing a resurgence, the challenges brought on by this growth, and why a strong operational foundation is imperative to compete in this market.