Search results
24 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Direct lending (7)
- Emerging markets (9)
- High yield bonds (14)
- Investment grade credit (remove)
- Structured credit (10)
- CLO (10)
- Distressed debt (10)
- Leveraged loans (13)
- Marketplace lending (5)
- Synthetic/SRT (16)
- ABL Financing (7)
Geography Tags
-
Relative to Airbus, Boeing was long accountants but short engineers
5 days ago
A qualitative approach can help investors spot boards that are too focused on short-term returns -
"Dispersion should manifest in potential fallen angel credits that are likely to proliferate"
1 year ago
IG and crossover names present a compelling alternative to shorting HY credit -
"Value persists in IG, but higher interest rates are a threat. Opening the synthetic toolbox can help"
1 year ago
Fiscal and monetary policy are pulling in opposite directions, but value in IG can be accessed via CDS and CSOs -
Credit funds at a glance (August 2022)
1 year ago
A round up of fundraising and people moves in credit
-
Fund performance: Credit bounces back from February blues
1 year ago
March performance figures were a slight improvement from the market turn in February; 47% of funds made positive returns, an increase on 17% the previous month -
"The loan market is the septic tank for sub-single B LBO financing"
2 years ago
Portfolios of single name IG CDS are less complex and more liquid than CLOs -
Fund performance: Wasserstein's early 2021 performance drives it to the top
2 years ago
The final top 10 of 2021 featured a variety of funds as five different strategies were ranked among the best. US high yield was the most highly represented with two BlackRock funds and an Angel Oak in the top 10 -
"If omicron paradoxically lowers the temperature of the market, that may be no bad thing"
2 years ago
The global economy is well protected against omicron — and a mild infection may be beneficial -
"Low inflation was in part responsible for fostering a transfer of returns from creditors to shareholders"
2 years ago
We are conditioned to fear inflation risk. But it brings plenty of positives -
"IG investors might want to rethink the instrument, but they need not fear rising rates just yet"
3 years ago
In his latest column for Creditflux, Cheyne's Duncan Sankey writes that the sharp rise in 10-year US treasuries could be positive for investment grade investors, but value is in CDS rather than bonds -
Ucits at a glance: Year-to-date returns head for double figures
3 years ago
Ucits funds generally performed well in October as 75% achieved positive returns -
Gaining exposure to US IG credit through the index means giving up about 10% of potential value
3 years ago
A bespoke portfolio of IG credits can take advantage of the skew between indices and single names -
Wirecard shows that in an era of ESG analysis, governance still gets relatively short shrift
3 years ago
Wirecard’s spectacular collapse raises questions for auditors, regulators and agencies -
A round-up of fundraising and people moves in credit
4 years ago -
Dispersion tests hedge fund managers
Credit hedge funds with the ability to go long and short the market were the top performers last year. But dispersion made it possible for fund managers to eke out value across many sectors4 years ago -
Fund performance: Long-short funds rule in October as CLO funds struggle
4 years ago
A round-up of fund performance -
Analysts have interpreted the IG credit risk premium in various ways — but the point is to harvest it
4 years ago
Selling CDS protection could be the most effective way of capturing excess premiums in investment grade credit -
If national income were a four-cylinder engine, the US economy is really only firing on one
4 years ago
The US economy’s reliance on consumers increases the likelihood of further rate cuts and diminishing returns for credit investors -
Fund performance: Mercury rises as does credit fund performance
A round-up of fund performance4 years ago -
Tourists have turned high yield into a sketchier neighbourhood… IG credit could be the answer
4 years ago
Using CDS to exploit roll-down in IG credit can generate good returns even in a low-rate environment -
Partner leaves Cheyne after five years at the firm
5 years ago
A marketing official, who has covered loan funds and synthetic credit strategies, has left Cheyne -
Cheyne more than doubles assets for credit fund in five months
5 years ago
Cheyne Capital has more than doubled assets for Cheyne Total Return Credit Fund December 2023 – in the space of just five months -
Cheyne launches new global credit fund
6 years ago
The fund is the latest in the managers investment grade corporate credit strategy. -
Leading fund: Lupus Alpha CLO Opportunity Notes I
6 years ago
Single-B CLO trades boost Lupus Alpha asset Management
24 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?