medium · Debt Capital Markets bond-instruments-structures

A CLO equity tranche is often referred to as a 'leveraged bet on the credit spread'.

Why is this?

  1. The equity tranche is guaranteed by the collateral manager's balance sheet.
  2. The equity tranche receives the residual interest income after the debt tranches are paid.
  3. The equity tranche is senior to all other tranches and receives the highest fixed coupon.
  4. The equity tranche's price moves inversely with credit spreads.

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