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Trump’s Pharma tariff threat: Analysing the implications for European CLOs
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. Portfolio manager Denis Struc and David Huang explore how to navigate this environment for CLO investors.
By Janus Henderson Investors
September 11, 2025
- Janus Henderson Investors
- Healthcare
- CLOs
Last week, US President Trump announced a sweeping investigation into possible tariffs on pharmaceuticals – a sector that, until now, had largely escaped the trade measures levied on automobiles, copper, and other industries. The duties under consideration, pencilled to take effect in 12 to 18 months, would apply across the entire drug-development chain, from active ingredients to finished products and, in characteristically hyperbolic fashion, could be set as high as 200%.
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