The NAVigator

XA's Flynn: Healthy borrowers should keep CLO space humming


Listen Later

Kimberly Flynn, President of XA Investments — which runs the XAI Octagon Floating Rate & Alternative Income Trust — discusses the development, growth and heightened demand in alternative investments, as well as how current market conditions around rates, tariffs and uncertainty are hitting the loan markets. She notes that the current picture for leveraged loans involves healthy borrowers and muted defaults, making for good fundamentals and a solid outlook. She notes that the uncertainty surrounding tariffs and Federal Reserve moves will lead to more volatility but also should create new opportunities for active managers.

...more
View all episodesView all episodes
Download on the App Store

The NAVigatorBy Active Investment Company Alliance

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

11 ratings


More shows like The NAVigator

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,063 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

944 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

902 Listeners

CEF INSIGHTS by Closed-End Fund Association

CEF INSIGHTS

9 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,164 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,196 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

833 Listeners

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets by Michael Sidgmore

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

29 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

215 Listeners

Investing Experts by Seeking Alpha

Investing Experts

75 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

23 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

421 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

155 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

215 Listeners