Episode Details
Back to EpisodesTranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong
Episode 215
Published 1 year, 1 month ago
Description
In this episode of Cloud 9fin, our global head of CLOs, Tanvi Gupta, returns for her ongoing series, Tranche Talk. This time, she’s joined by Oak Hill Advisors’ portfolio manager Tommy Wong.
They dive into the forces shaping today’s CLO market — including macroeconomic drivers, asset allocation strategies, credit selection in a low-arb environment, as well as the effects of M&A on loan supply.
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