Insights

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November 2020

In the Lakemore Insights – November 2020 report, we examine the impact of a series of Covid-19 vaccine breakthroughs on markets and why we believe that current market conditions are highly favourable for CLO equity IRRs and, in fact, 2021 CLO equity vintages could be the most attractive vintages in recent times. We also review Q3 earnings season and CLO prepayment rates.