
XA's Flynn: Healthy borrowers should keep CLO space humming
The NAVigator · Active Investment Company Alliance
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Show Notes
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.