Leveraged Finance Asset Allocation Insights: Returns Will Be Driven by Income and Security Selection

1 JP Morgan as of 21 February 2025.

2 JP Morgan as of 31 January 2025.

3 Ibid.

4 Bloomberg, 20 February 2025.

5 JP Morgan CLOIE as of 31 January 2025.

6 JP Morgan CLOIE as of 31 January 2025.

7 J.P. Morgan as of 31 January 2025.

8 BofA Global Research, Intex, “CLO Weekly,” as of 21 February 2025.

9 Ibid.

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