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    CLOs reprice as software and geopolitics test sentiment
    CLOs reprice as software and geopolitics test sentiment
    Collateralised Loan Obligation (CLO) markets have repriced meaningfully over the past few weeks, with a sell-off in software-related loans leading to even more spread “tiering” as investors differentiate between managers with lower exposure to stressed sectors and those carrying more tail risk.

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Meet Shilpa

Shilpa Pathak

Shilpa Pathak

Portfolio Management

20 years investment experience

London

TwentyFour Asset Management LLP

8th Floor, The Monument Building, 11 Monument Street

EC3R 8AF London

United Kingdom

Shilpa is a member of the Asset-Backed Securities (ABS) portfolio management team. 

Before TwentyFour, Shilpa worked as an application development consultant at Dow Jones and as a software developer at Dell.

A graduate of the Indian Institute of Information Technology, Shilpa holds an MBA from Cass Business School.

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In the first week of June, the European asset-backed securities (ABS) market participants flocked to sunny Barcelona for the 28th Global ABS conference.
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In the second instalment of a two-part blog on the UK housing market, Shilpa Pathak stress tests UK RMBS to determine how high mortgage defaults would have to get before bondholders are impacted.
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In the first of a two-part series on the UK housing market, Shilpa Pathak looks at the experience of previous recessions and argues fundamentals today look far stronger than they did either in 2007 or the early 1990s
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