Finding value: spotting risk
US retail, Saudi sovereign and mid-market technology are just some of the sectors that credit specialists across the sell side and buy side commented on last month

Finding value near the market’s peak
Central bank buying is driving credit to new highs. Pundits suggest looking at long-dated bonds, options and selective shorts as ways to make money in a world of tight spreads

Chasing rates in opposite directions
The interest rate dog is wagging the credit tail. While the ECB and Bank of England drive rates and credit ever tighter, rising US Libor could hit CLO equity returns

Making sense of brexit and credit
The UK’s vote to walk out of the European Union in June topped last month’s agenda for credit research and commentary. Views were divided about its impact on credit.

A clash of views on credit
Recent volatility has shattered any consensus that existed on corporate credit. Buy-side firms, in particular, have been putting forth sharply contrasting views of late

Let’s all start buying again
As market rebound, pundits and managers turn bullish. Last month’s sell-side research and buy-side commentary contained many positive views along with a few bearish trade ideas