Guggenheim ‘Leaning Into’ BDCs, Dina DiLorenzo Says
Speakers
Summary
Dina DiLorenzo, President of Guggenheim Investments, discusses the firm's focus on private credit, including launching a non-traded BDC and offering securitized credit ETFs to democratize access. She emphasizes disciplined underwriting and the importance of floating rate income in an uncertain rate and inflation environment.
- Guggenheim is launching a non-traded BDC, leaning into private credit demand.
- The firm is offering securitized credit (CLOs) in ETF form for liquidity and accessibility.
- Dina highlights land banking as a strategy under asset-backed financing for resilient cash flow income.
- Underwriting discipline and experience through credit cycles are key differentiators for Guggenheim.
- Structured credit provides floating rate exposure to mitigate real return risk from inflation and rate uncertainty.
- Guggenheim continues to hire and enhance its CLO and structured credit team.
Trade Ideas
Securitized credit ETFs offer floating rate income.
Structured credit and securitized credit, particularly CLOs, are important asset classes because they provide floating rate structures that offer real return protection in an environment of rate uncertainty, inflation, and geopolitical tensions. By packaging them into ETFs, Guggenheim democratizes access while providing liquidity and transparency.
Private credit BDCs are attractive for income.
Guggenheim is leaning into BDCs by launching a non-traded BDC because private credit remains an important asset class with strong demand. With years of experience, strict underwriting, and operational infrastructure, BDCs offer a resilient income stream, especially for institutional and insurance clients.
Up Next
This Bloomberg Markets video, published May 06, 2026, features Dina DiLorenzo discussing Securitized credit ETF (CLOs), BDCS. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Dina DiLorenzo · Tickers: Securitized credit ETF (CLOs), BDCS