
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
More episodes of RBC BlueBay Insights
- Dollars and Sense: Making dollars and talking sense….in European investment grade banks · June 3, 2026 · 19 min
- Dollars and Sense: Making dollars and talking sense….leveraged finance · May 8, 2026 · 23 min
- Europe’s grid revolution: modernisation in the era of war and AI · April 8, 2026 · 17 min
- Dollars and Sense: Emerging Market Debt · February 11, 2026 · 20 min
- Unlocking markets: 2025 – tariffs, tech and U-turns · November 21, 2025 · 21 min
- Unlocking markets: is the sun shining after the storm? · October 22, 2025 · 22 min
Explore listener stats, chart rankings, contacts and more on the RBC BlueBay Insights podcast page.