Rating Agency Insights
Thomas discusses the nuances of credit ratings and how different agencies employ varied methodologies to assess securities. He highlights the robust market for CLOs, noting that AAA and AA securities have historically shown no impairments, requiring an unprecedented level of corporate defaults to pose a risk. Additionally, he emphasizes the diverse investor landscape, with varying preferences for different types of securities, creating a dynamic investment environment.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
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