Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.
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Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.
EP 02: Volatility, Tariffs, and the CLO Machine, A Global Look with Steve Baker
Industry Insights: Exclusive Interviews
41 minutes 11 seconds
5 months ago
EP 02: Volatility, Tariffs, and the CLO Machine, A Global Look with Steve Baker
Hosted by Julie Miecamp, this episode of Industry Insights: Exclusive Interviews features a timely and wide-ranging conversation between Hugh Minch and Steve Baker, Global Head of CLO Primary at J.P. Morgan. From April’s tariff shocks to shifting investor dynamics, they break down what’s really happening in the CLO market and what might come next.
You’ll hear why Japanese investors have remained steady, how ETFs are adding both access and volatility, and where the opportunities are emerging across U.S. and European structures. Julie opens the episode with essential context, and Steve closes with a perspective built on 25 years of market experience.
If you’re navigating credit markets, this is the one to queue up.
Industry Insights: Exclusive Interviews
Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.
