Insights

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June 2020

In the Lakemore Insights – June 2020 report, we examine the volatile market conditions seen intra-month, Q2 2020 earnings expectations and why we believe defensive investing is key amid the current market uncertainty. Other highlights include: an analysis of how changes to the covenant-light (cov-lite) cycle could impact leveraged loan investors and the effect of distressed investors on CLO portfolios.