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Podcast: Octus Radio
Episode: UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility
Description: This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment.
Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and priv...