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Op-Ed: Psychology was a factor in managers’ reluctance to sell out of First Brands
Dagmara Michalczuk, Creditflux, 20 October 2025
As investors we aim to be rational, but these testing times warrant a look at CLO manager decision-making through the lens of behavioural finance, which seeks to explain why investors may sometimes make sub-optimal decisions.
Read moreOp-Ed: As the US CLO market grows, lower quality loans and increased volatility create new challenges
Dagmara Michalczuk, Creditflux, 23 September 2025
As we turn the page on summer, it is natural to pause to consider the road US CLOs have travelled thus far. This being my first column, it also seems apt to reflect on the evolution of the asset class over the past 20 years — not as a sentimental walk down memory lane, but as a prologue for understanding my views of the forces shaping the markets today.
Read moreDagmara Michalczuk, Co-CIO, spoke with David Graubard at CreditSights about navigating the current CLO markets
CreditSights, 24 April, 2025
Dagmara noted the value of carefully constructed portfolios as well as tactical investment timing seeking to capture opportunities that may be created by elevated asset price volatility.
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Search results
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Op-Ed: Psychology was a factor in managers’ reluctance to sell out of First Brands (Dagmara Michalczuk, Creditflux, 20 October 2025)
1 October 2025
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Op-Ed: As the US CLO market grows, lower quality loans and increased volatility create new challenges (Dagmara Michalczuk, Creditflux, 23 September, 2025)
23 September 2025
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Dagmara Michalczuk, Co-CIO, spoke with David Graubard at CreditSights about navigating the current CLO markets (CreditSights, 24 April, 2025)
24 April 2025
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CLO Market Outlook and Trends (Octus, 3 June, 2024)
3 June 2024
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Creaky Credit Parks ‘High’ dispersion in CLO Pricing (Risk, 2 August, 2023)
2 August 2023
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A CLO ‘grab’ for short-dated loans is buoying prices (Risk, 25 July, 2023)
25 July 2023
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Pre-Conference Conversation with Dagmara Michalczuk (IMN Podcast Series, 10 April, 2022)
10 April 2023
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Quarterly Outlook (Creditflux, 17 October, 2022)
17 October 2022
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How CLOs impacted returns by between 20 and 100 basis points (The Last Tranche, 24 April, 2021)
24 April 2021
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Many of the biggest whales in collateralized loan obligations are returning (Bloomberg, 8 April, 2021)
8 April 2021