Eldridge's Gilbert: CLOs “Incredibly Resilient, Often Misunderstood”
Fixed income investors who want to diversify their portfolios in a challenging market environment shouldn't overlook CLOs. Danielle Gilbert, managing director at Eldridge Capital Management, discussed the value of CLOs in investment portfolios with VettaFi's Todd Rosenbluth in the recent Income Investment Strategy Symposium.
Eldridge's Gilbert: CLOs “Incredibly Resilient, Often Misunderstood”
Fixed income investors who want to diversify their portfolios in a challenging market environment shouldn't overlook CLOs. Danielle Gilbert, managing director at Eldridge Capital Management, discussed the value of CLOs in investment portfolios with VettaFi's Todd Rosenbluth in the recent Income Investment Strategy Symposium.
CLOX: AAA CLOs From A Smaller Asset Manager
Panagram AAA CLO ETF is a new, actively managed fund investing solely in AAA CLOs, with $100 million in AUM and a 20 bps expense ratio. Retail investors should be agnostic among AAA CLO ETFs, while institutional investors prefer larger funds for liquidity and block trading capabilities. CLOX's performance aligns with its cohort, but a recession may reveal performance differences due to varying manager strategies and market conditions.
CLO ETFs Among Top Opportunities for 2025, Advisors Say
CLO ETFs remain an attractive opportunity for investors in 2025. A recent poll during VettaFi's 2025 Market Outlook Symposium showed many advisors see CLOs as a compelling opportunity for next year.
