CLO Managers Tempt Investors With Sweeteners as Market Revives

  • European market set to see activity pick up in September
  • Refinancing and resets will be a key focus in issuance
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Europe’s market for collateralized loan obligations is readying for a rapid pick-up in activity in September, as managers seize on the cheaper cost of capital to refinance or reset their vehicles after years of high interest rates.

Around 240 active European CLOs — bundles of leveraged loans repackaged as bonds — have already exited their reinvestment period, according to data compiled by Bloomberg, meaning that they’re no longer permitted to trade their underlying assets and are eligible for a refinancing or reset. Managers with active CLOs include Apollo Credit Management, Blackstone Credit and CVC Credit Partners.