Insights

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May / June 2021

Given relatively sanguine market conditions in recent months, we amalgamated the May and June 2021 editions of the Lakemore Insights report. In this report, we review the positive impact of volatility on CLO equity yields following the pandemic and evaluate the attractive conditions in the loan market, which has been further bolstered as investors seek to hedge inflation and benefit from the floating rate nature of this fundamentally strong asset class.