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Sell protection on senior financials against iTraxx Main, suggests SocGen
7 years ago
French bank’s research isn’t a fan of the financials sector, but sees a rare carry trade open up in CDS indices -
Play iTraxx Main against credit ETFs to profit from basis, says SocGen
7 years ago
French lender’s research sees value in derivative arbitrage amid wide basis -
Trade in make-whole call provisions for yield in IG, says SocGen
7 years ago
Looks for bonds with tight spreads, but high make-whole spreads to eke out yield, claims research piece -
Options market could offer cheapest hedge against Brexit, says Axa IM
7 years ago
Axa Investment Managers' credit strategist Greg Venizelos points to credit index options as a way to protect against a widening credit market, in the event of the UK voting to leaving the EU. -
Take advantage of skew in iTraxx Crossover says, SocGen
7 years ago
The iTraxx Crossover has seen its implied volatility smile (or skew) steepen dramatically recently, according to SocGen research -
Prepare for credit volatility with equity futures trade, says BNP Paribas
7 years ago
Buy US investment grade protection and short Vix contracts, says French bank -
Fund manager finds foreign exchange correlation with iTraxx Crossover
7 years ago
A presentation from Paris-based asset manager Carmignac highlights an unlikely correlation between the iTraxx Crossover index and the currency markets in the far east -
Stay clear of Caterpillar and Deere, cautions Barclays
8 years ago
Caterpillar and Deere are two investment grade names that investors should give a wide berth, according to Barclays research -
Credit Suisse suggests financials index play for ECB
8 years ago
Credit Suisse's credit strategy team have suggested that the European Central Bank should consider selling protection on iTraxx indices - should there be another shock to the European banking system. -
Credit index play offers Brexit protection, says Societe Generale
8 years ago
Buying Crossover protection while selling Main protects against both Brexit and peripheral weakness -
Switch into off-the-run IG bonds for a spread pick-up, says Barclays
8 years ago
The illiquidity premium is back in US investment grade bonds, argues new Barclays research -
BAML suggests options trade with iTraxx Main expected to drift wider
8 years ago
Far from trading inside single names, credit indices should move wider and Bank of America suggests options trades to benefit -
Credit fund manager makes gains after buying Anglo American bonds
8 years ago
A credit fund manager, which has recently restructured personnel and strategy, has got off to a winning start this year. -
Bond sell-off in banks is overdone, says Barclays
8 years ago
Barclays research argues that weakness in bank equity makes for buying opportunities in coco debt -
Family offices jump on convertible bonds as play on future IPOs
8 years ago
Convertibles bonds are generating demand among real money investors with officials at a multi-family office informing Creditflux that they are taking advantage of cases where there is concern over a company's equity valuations. -
Sound Point finds credit gains in gas merger
8 years ago
Manager's big gainer comes from merger in the gas storage sector, along with equity short -
Barclays looks beyond commodities to explain euro/US credit divergence
8 years ago
Oil and commodities are hurting US credit more than Europe, but the underperformance goes deeper -
Use options to prepare for a busy end of August schedule, says BAML
8 years ago
European credit looks set to grind tighter but risks are on the horizon, says Bank of America Merrill Lynch -
Hedge against Greece in the options market, says SocGen research
8 years ago
Societe Generale research suggests shifting into US credit, but using options to hedge against weakness -
Societe Generale turns negative on double-B positive credits
8 years ago
Credit research argues double-B debt has outperformed in recent months -
Go long on the iTraxx Main, says Citi
8 years ago
European credit index looks wide compared to indicators, claims research -
Lufthansa spreads are too wide, says BNP Paribas
8 years ago
German airline is unreasonably suffering in the CDS markets for technical reasons, research argues -
Societe Generale changes its tune over ECB's bond buying
8 years ago
Credit research piece argues that corporate bond buying may be back on the agenda for European Central Bank -
CDX and iTraxx indices have to converge, says BNP Paribas
8 years ago
Credit research argues spread between US and Europe indices doesn't make sense -
BNP Paribas research prescribes a dose of Bayer's 2020 bonds
8 years ago
If you're looking to nurse your credit portfolio back to health, take one spoonful of Bayer's 2020 hybrids for every two-and-a-half spoons of the company's CDS
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