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In an investment landscape increasingly crowded by ETF generalists, Reckoner Capital stands apart through a singular focus as an active credit manager. Their investment philosophy is rooted in a funda

While traditional corporate bonds remain a default choice for income-focused portfolios, historical default data and market structures reveal a compelling anomaly. Collateralized loan obligations (CLO

In a tricky fixed income environment marked by high interest rates and ongoing monetary policy uncertainty, collateralized loan obligations (CLOs) are emerging as a strategic alternative. However, inv

A common notion in the fixed income market surrounds rate decisions by the U.S. Federal Reserve as the primary pivot point for portfolio shifts. However, in the collateralized loan obligation (CLO) sp