Clarion 

Credit 

Snaps 

- 

Q1 

2026 

Recap 

Clarion Credit Snaps - Q1 2026 Recap

Q1 2026 tested credit markets and reinforced why active management in CLOs matters.

In our latest Clarion Credit Snaps, we explore how geopolitical uncertainty, rising oil prices, and recent market volatility are reshaping the opportunity set for CLO investors. One key takeaway: market dislocations aren't just a headwind – they can create compelling entry points across secondary CLO equity, CLO mezzanine, and print-and-sprint new issue deals.

Watch Robert Klein and Ho Hong Lau from our Structured Credit team in our Q1 recap video linked here: https://vimeo.com/1177456753/04a0c8bb1a?fl=ip&fe=ec