This Nuveen report, led by Himani Trivedi, Head of Structured Credit, examines CLO market dynamics following tariff-driven volatility and identifies investment opportunities across the capital structure.
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Tariff-related market shocks widened CLO spreads, but prices have largely recovered; single-A and junior tranches currently offer attractive yield and risk-adjusted return potential.
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CLO equity remains appealing in selective, high-quality portfolios, though new issuance arbitrage is challenged, favoring cautious, staged deployment.
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CLO ETF flows have grown rapidly, with limited market impact, while liquidity and market depth remain robust.
Read the full report to explore where volatility may create the next entry points.
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