levered loans
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 30, 2026 by Kieran Goodwin · across every show →
Everything said about levered loans, oldest first
Mar 30, 2026 bearish
SaaS stress is driving sharp CLO equity underperformance
“It reminds me today where you just had one or two sectors having a lot of stress like we have today and the SAS with respect to levered loans, and we're seeing it in CLO equity has way underperformed. The relative loan market, because all of the damage has bee…”