Insights

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September 2020

In the Lakemore Insights – September 2020 report, we examine why heightened distress in the loan market may present an opportunity for conservative CLOs and distressed funds as we review two high profile restructurings. We consider what the impact of the phasing out of Libor by the end of 2021 is likely to mean for CLO equity investors and highlight how defensive managers are benefiting in the current environment.