Webcast: CLO: Reducing Duration Risk and Increasing Returns


With higher relative yields, a track record of strong risk-adjusted returns and protection against rising rates, we believe there is a strong case for a strategic allocation to secured loan obligations (CLOs) within of an income portfolio. Over the long term, CLOs have historically performed well relative to other categories of corporate debt, particularly when a broad investment grade approach is taken. CLOs are also structured to help mitigate risk, with subordination to absorb losses and other built-in protections. Additionally, CLOs are floating rate instruments, which we believe makes them an attractive alternative in a rising rate environment.

Join Portfolio Manager VanEck, Francois Rodilossoand portfolio manager PineBridge, Laila Kollmorgen for a discussion of the current market environment, how to approach CLO investing, and how CLOs can fit into a portfolio.

August 2, 2022

11am PT | 2 p.m. ET

1 EC credit

Important Disclosures

Please note that VanEck may offer investment products that invest in the asset class(es) or industries included in this webcast.

The views and opinions expressed are those of the speaker and are current as of the date of the video’s publication. Video commentary is general in nature and should not be construed as investment advice. This is not an offer to buy or sell, nor a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not imply the provision of personalized investment, financial, legal or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, speak as of the date of this communication and are subject to change without notice. Information provided by third party sources is believed to be reliable and has not been independently verified as to its accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information contained herein represents the opinion of the speaker(s), but not necessarily those of VanEck.

An investment in a Collateralized Loan Obligation (CLO) may be subject to risks which include, but are not limited to, debt securities, replacement of LIBOR, foreign currencies, foreign securities, orientation of investments, securities newly issued, extended settlement, management, derivatives, cash, market, operational, commercial and non-diversified risk transactions. CLOs may also be subject to liquidity, interest rate, floating rate note, credit, call, extension, high yield securities, income, valuation, securities issued by the private sector, covenant lite loans, default of the underlying asset and CLO manager risk, all of which may adversely affect the value of the investment.

Any investment is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that the investment objectives will be achieved and investors may lose money. Diversification does not guarantee a profit or protect against loss in a declining market. Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without the express written permission of VanEck.

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