Unlocking markets: the CLO 2.0 era

Unlocking markets: the CLO 2.0 era

From RBC BlueBay Insights by RBC BlueBay Asset Management

April 14, 2025 · 24 min

About this episode

Mark Shohet and Mike Reed discuss the current state and evolution of CLO markets, highlighting investment strategies and diversification benefits.

Mark Shohet, Portfolio Manager for Securitised Credit and CLO management, and Mike Reed, Head of Global Financial Institutions, discuss CLO markets – an area of securitised credit that is currently seeing both continued and new interest from investors. Key highlights of the discussion are an introduction to CLO vehicles, the diversification benefits of investing across CLO tranches within the capital structure, and the evolution of CLOs since 2012.

People in this episode

Guests: Mark Shohet, Mike Reed

Topics covered

  • CLO markets
  • securitised credit
  • investment strategies
  • capital structure
  • CLO evolution

Keywords

  • CLO 2.0
  • securitised credit
  • investment
  • capital structure
  • CLO tranches
  • diversification
  • investors

Mentioned in this episode

Organizations: RBC BlueBay Asset Management

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