Carlyle Credit Income Fund (CCIF) Q3 FY26 earnings call

The Carlyle Credit Income Fund reported a stable Q3 FY26, with NAV remaining largely flat and strong dividend coverage from core net investment income. Management noted early signs of moderating spread compression in the CLO market, driven by increased amend and extend activity and new AI-related loan issuance. The fund continues to optimize its portfolio through refinancings and selective new investments, while navigating a subdued primary CLO issuance environment.