Why CLO Equity Now: Opportunities in a Volatile Market

27 AVRIL 2026

The Authors

Haut de page

Imprimer

In this webinar, our investment leaders talked about the opportunity in CLO Equity and explored how today’s macro backdrop — including dispersion, software/AI impacts, and credit repricing — is shaping performance expectations.

Floating-Rate Loans Team

As a pioneer in the floating-rate loan market, the team is dedicated to loan market investing and has a demonstrable track record since 1989.

The Authors

Featured Insights

The BEAT™

The BEAT: Navigating the Iran Conflict, From Oil Shocks to Market Impact

The conflict in the Middle East has sent shockwaves through global markets and we need to understand whether the rise in energy prices is transient or will become embedded in broader economic activity.

8 mai 2026

Press Release

Morgan Stanley Investment Management debuts Strategic Income strategy in international marketplace

Morgan Stanley Investment Management (MSIM) today announced the global launch of Morgan Stanley Investment Funds’ (MS INVF) Strategic Income Fund sub-fund (Strategic Income Fund), a flexible, multi-sector strategy that focuses on fixed income plus sectors and expands investor access to MSIM’s extensive global fixed income investment capabilities.

7 mai 2026

Takeaways & Key Expectations

Equity Market Commentary - May 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to think beyond the macro. Instead, he encourages a focus on the micro, specifically the extraordinary Q1 results delivered so far that are forcing analysts to raise future earnings estimates.

7 mai 2026

Trimestrielles

The BEAT - T2 2026 - Avril

Lisez The BEAT pour une information mensuelle actualisée sur les marchés. Chaque édition vous propose des idées et des analyses pour vous aider à appréhender l’environnement d’investissement actuel.

5 mai 2026