TwentyFour Global CLOs Webinar - July 2025

Collateralised Loan Obligations (CLOs) have consistently been one of TwentyFour's top sector picks in asset allocation over the past several years, and they have also ranked among the best-performing asset classes in that time. Even through multiple recessions and periods of market volatility, we have seen CLO structures demonstrate strong resilience from both a credit and return perspective.

With the global CLO market now exceeding €1.1 trillion, Aza Teeuwen (Partner, Co-Head of ABS) and Elena Rinaldi (Portfolio Management) hosted a webinar on Wednesday 9 July 2025, where they shared insights into recent trends in global CLOs. Topics included the differences and similarities between US and European CLOs, how CLOs have behaved through different economic environments, and where they currently see the best value, ranging all the way from AAA rated bonds to CLO equity.