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Making sense of a changing world
What should credit investors do in a world where electorates are unpredictable and the nature of the lending business is changing?7 years ago -
Each month Creditflux harvests the tastiest morsels of bank credit research and buy-side commentary here is our pick of the best from 20167 years ago
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Finding value: spotting risk
7 years ago
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
7 years ago
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
7 years ago
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
7 years ago
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
7 years ago
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 -
Nightmares on credit street
7 years ago
Rising leverage, creeping warfs and weakening covenants. If that isn’t enough to keep credit investors awake, liquidity is a ticking time bomb -
Let’s all start buying again
8 years ago
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 -
Cream of the credit research
8 years ago
In our first round-up of last month's most eye-catching credit research, we pick pieces on energy options, green bonds and using tranches as CLO hedgesIn our first round-up of last month's most eye-catching credit research, we pick pieces on energy options, green bonds and using tranches as CLO hedges
10 results found Showing page 1 of 1
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