Extra Credit

What You Need to Capitalize on Opportunities in Loans

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.