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August 11, 2023

Lakemore Insights – Q2 2023

In this edition of the Lakemore Insights – Q2 2023 report, we provide an update on market developments in Q2 2023 and consider the outlook for the leveraged loan and CLO equity asset classes, as the market expectation of a potential recession in the coming twelve months remains elevated. This report highlights why, for those CLO equity investors that have been able to access the market and open warehouses, the ability to ramp assets during volatile market environments, such as those seen year-to-date (and expected through the remainder of H2), could result in some of the most attractive vintages on record for the asset class.