Insights

To receive our research reports, please email: management@lakemore.com

July 2020

In the Lakemore Insights – July 2020 report, we examine the presence of an overexuberant recovery in the leveraged loan market and the attractive opportunity evolving within new CLO equity transactions as CLO arbitrage hits a sweet spot. Other highlights include: an analysis of post-Covid-19 leveraged loan defaults, as well as a review of market conditions in the month.