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December 2, 2021

Outlook for 2022 And Beyond

In this edition of the Lakemore Insights – Outlook for 2022 and Beyond, we outline our views on the US CLO and Leveraged Loan markets and provide our forecast on key market metrics, like default rates, loan spreads and primary issuance. Within the report, we discuss the impact of macroeconomic drivers and risk factors, like tightening monetary policy and geopolitical risk, on the leveraged loan and CLO asset classes. We also detail why we view the current environment as extremely attractive for a CLO equity investor, and offer insight into the benefits of supermajority control CLO equity investing.