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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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Insights Topic

Monetary Policy

Jan 23 2018 TwentyFour Blog

Be Aware Of Policy Change at the Fed

Our forecasts for longer dated government bonds were for yields to gradually rise during 2018, but not in an uncontrolled manner.
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If rates were to rise like 1994, would IG credit produce a positive return?
Jan 15 2018 TwentyFour Blog

If rates were to rise like 1994, would IG credit produce a positive return?

1994 was my first full year in the markets, and what a baptism of fire it was.
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Strong Technicals Dominate First Week's Trading
Jan 09 2018 TwentyFour Blog

Strong Technicals Dominate First Week's Trading

The magnitude of the strong beginning to the year has probably surprised even those who were forecasting a positive start to 2018.
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