Resources

The below resources are a compilation of mostly credit related resources that I have found interesting as an outsider. Hope it helps.

Podcasts:

• KBRA 3 Things in Credit
• RenMac Weekly Roundup (Econ, Politics, Technicals)
• Barings Streaming Income
• Refinitiv Lending Lowdown
• Creditflux – The Last Tranche
• InsuranceAUM
• Capital Allocators
  • Brett Jefferson – Hildene
  • Josh Friedman – Canyon
  • Greg Lippmann – Libremax
• Bloomberg FICC Focus
  • Todd Lemkin – Canyon
  • Trey Parker – Sycamore Tree
• Cloud 9Fin
• Moody’s Securitization Spotlight
• CLOs Uncovered – S&P
• KBRA Podcasts
• The Syndicate

Asset Manager Whitepapers / Insights

• Ares Views
• Apollo Insights
• Barings Viewpoints
• Barings Investment Institute
• Blackstone Insights
• Bridgewater Insights
• KKR Global Perspectives
• Oaktree Insights
• PIMCO Insights
• Pinebridge Insights

Credit Resources:

• KBRA
• DV01 (consumer)
• Fitch

CLO Primers:

• Understanding Investments in CLOS – Ares
• Investing in CLOs – Ares
• An Introduction to CLO Equity – Flat Rock Global
• The US CLO White Paper – Loan Syndications and Trading Association
• Overview of Athene’s CLO Portfolio (and Primer) – Apollo
• CLOs: An Acronym for Contrarian Long‑term Opportunity – PIMCO
• Understanding Structured Credit: Perspectives for Insurance Capital Requirement – Athene

CLO Resources:

• Trepp CLO News
• Voya CLO Newsletters
• One William Street Commentary (All securitized products)
• Palmer Square CLO Pricing (Monthly)
• Pacific Asset Management (Monthly CLO Report)

CLO ETFs:

• AAA: JAAA, CLOA
• AAA/AA/A: CLOI
• BBB: JBBB
• BBB/BB: CLOZ
• Equity: BGLF.LN (PFIC, Closed end fund)

Cash Management Tools:

• SGOV
• BOXX
• Boxtrades.com

Tax Resources:

• Using Cash Out Refinance to optimize deduction of home loan interest
• Using Pledged Assets to fund 0% down conventional mortgages