CLOs, Structured Finance

High-Yield Bond Market Now Top Choice for Data Center Financing; Lenders Warn of Mispriced Risk

Reporting: Benjamin Taubman The corporate high-yield bond market has overtaken private credit and securitization as the fastest-growing source of capital for data centers, a panel of senior lenders and asset managers said at DealCatalyst’s Digital Infrastructure Finance 2.0 conference in...

Published on Jun 22, 2026

US Representatives Push to Grant (Re)Insurers SRT Recognition in the US

Reporting: Vincent Nadeau A bipartisan pair of senior House Financial Services Committee members, Reps. Andy Barr, R-Calif., and Jim Himes, D-Conn., have written jointly to the Federal Reserve, the Office of the Comptroller of the Currency and the Federal Deposit Insurance Corp., urging an update...

Published on Jun 17, 2026

Octus Signs Definitive Agreement to Acquire LevPro, Advancing Vision for a Market-Leading, Vertically Integrated Platform for CLO and Private Credit Managers

UPDATE June 10, 2026: Octus officially welcomes LevPro; completes acquisition. Adding LevPro to Octus’ industry leading end-to-end platform unifies credit intelligence, research and portfolio management for CLO and private credit managers at every stage of growth.  NEW YORK — June 8, 2026...

Published on Jun 8, 2026

CLO Investor Appetite Shifts Toward Refinancings Amid Price Dislocation and Spread Volatility 

Reporting: Chloe Wang Following a prolonged stretch in which resets dominated the U.S. BSL CLO primary market, investor appetite has shifted toward refinancings driven by a convergence of geopolitical conflicts, sticky inflation, and socioeconomic concerns surrounding AI disruption. As of May 28,...

Published on May 29, 2026

European Loan Repricings to Squeeze Margins on €5B of CLO Holdings

Reporting: Victoria Thiele, Chris Dammers European CLOs by Pemberton, Brigade, Arcano and PGIM are among the most exposed to this week’s wave of loan repricings, according to Octus’ analysis of trustee report data. Debt set to be repriced makes up more than 4% of the holdings in the...

Published on May 28, 2026

Data Drop: CLO Equity Fundraising

Even amid the market dislocation, the fundraising pipeline has shown little sign of slowing — 16 CLO equity funds have launched, are actively raising, or have reached a close in 2026, with individual vehicles raising as much as $1.5 billion. The table above details the funds currently in market,...

Published on May 28, 2026

CLO equity funds face structural headwinds as NAV erosion deepens

Publicly traded CLO equity funds have posted accelerating losses in recent months, with some NAVs down more than 50% from peak. The deterioration reflects aggressive loan repricing that compressed spreads, a selloff in software-sector loans on AI disruption fears, and the subsequent withdrawal...

Published on May 28, 2026

SRT Weekly Wrap: British Business Bank and Allica Bank Debut Hybrid SME Framework; Ally Bank Prices Auto SRT 

Reporting: Vincent Nadeau The British Business Bank, or BBB, has finalized an innovative £350 million ENABLE Guarantee transaction with Allica Bank. The trade represents the first-ever ENABLE Guarantee – a program designed to encourage additional smaller business lending by providing a...

Published on May 22, 2026

Conflict and Collateral: Bracing Euro CLO Portfolios For Global Headwinds

Published on May 21, 2026

Beyond sector proxies: granular activity-based screening for CLO indenture compliance

Introducing Octus Activity-Based Screening Screening in the investment space was once a blunt instrument. Simple negative filters. Binary yes-or-no calls. A list of sectors to avoid and a sign-off from compliance. That approach is no longer adequate.  As CLO indentures have grown more...

Published on May 21, 2026