Aristotle Pacific Capital actively invests in corporate credit securities on the basis of fundamental credit analysis with the objective of identifying and realizing relative value. Our boutique structure, along with the infrastructure of affiliate Aristotle Capital Management, combine to provide an ideal platform for us to discover and capture of credit opportunities in today’s dynamic markets.
Our focus on corporate-credit securities enables us to provide clients with a broad range of actively managed income strategies. Aristotle Pacific Capital portfolios span multiple fixed-income asset classes, sectors, maturities and credit quality levels, enabling investors to achieve targeted exposures to the credit asset classes that will help optimize their investment portfolios.
CLO performance was strong across the board in May as rallying prices drove total return, and spreads compressed across all tranches in the capital stack.
Demystifying the world of corporate credit
Despite a lack of clarity, the central bank believes the U.S. economy continues “to expand at a solid pace.”
CLO performance was mixed in April as carry drove positive total return for higher-quality liabilities, but spreads widened across all tranches in the capital stack.
CLO performance was mixed in March as carry drove positive total return for higher-quality liabilities, but spreads widened across all tranches in the capital stack.
Aristotle Pacific’s Jeff Klingelhofer, CFA, breaks down the implications of the latest tariff developments on the economy.
Our takeaways from March's FOMC meeting and press conference.
CLO performance was mixed in February, as carry drove positive total return, but spreads widened across most tranches in the capital stack.
CLOs started 2025 on positive footing with strong total returns and spread compression across the capital stack.
2024 marked a series of milestones for Aristotle Pacific, including a record number of clients and AUM.
From tight spreads to elevated yields, a look back at 2024 and ahead to 2025.
Deep investment team strengthened further with the recent additions of Ivor Schucking and Jeff Klingelhofer.
Market confidence has dimmed for three Fed rate cuts this year, after strong inflation numbers in the first quarter.
A stronger economy and more future rate cuts seemed to meet market expectations for a patient Fed.
How will the Suez and Panama Canal crises affect the global economy and inflation?
Pausing interest-rate hikes for the fourth time, the central bank signaled that with the economy now growing at a ‘solid pace,’ the sustainability of the recent dip in inflation is still in question.
Insights into essential aspects of collateralized loan obligations (CLOs), including their makeup, history, evolution, structure, return profiles, and utilization.
2023 was a year filled with shifting expectations and unexpected outcomes. Oddsmakers missed their bets this year. Here are 12 charts to help explain what happened.
Facing high mortgage rates, soaring prices, and sagging sales, what should we expect from the housing market?
After pausing interest-rate hikes for the third time, the Fed signaled three rate cuts are expected in 2024.
The Fed pauses, labor strikes back, and we believe opportunities abound in fixed income.
The Federal Reserve once again has held interest rates steady but underscored that the rate-hiking cycle may not be over.
The Federal Reserve held interest rates steady in September but still expects another raise by year end.
The Federal Reserve raised interest rates to a 22-year high — and left the door open for additional hikes.
After 10 increases, the Fed hit pause in June on raising rates. Now what?
With the Fed skipping a rate hike for the first time in 15 months, does that mean the economy is heading for a softer landing than many thought?
After 10 consecutive rate hikes, the central bank decided to leave rates unchanged in June; ‘We judged it prudent to hold the target range steady,’ Fed chair says.
Does the central bank have the force to bring down inflation but not the economy?
A look at recent market action; the banking crisis; the softening economy and the Fed; and opportunities in fixed income.
Despite an ongoing banking crisis, the central bank continued its interest-rate hikes to fight rising prices.
