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- High yield bonds (8)
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- Structured credit (3)
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- Leveraged loans (2)
- Synthetic/SRT (9)
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Fed members need to restore their credibility, which could translate into excessive tightening
9 months ago
Rising wages have boosted spending and GDP — but the party can’t last forever -
"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 -
"Short memories forget how rampant anti-EU sentiment was before Mario Draghi became Italy’s prime minister"
1 year ago
Unrest in Italy threatens to escalate into a bigger crisis than Greece in 2012 -
"If earnings weaken, equity and credit markets could enter a new phase in the sell-off"
1 year ago
High yield has outperformed equities since the sell-off this year, but that relationship could change -
"Derivative longs versus cash corporate shorts looks attractive, especially if we see a market sell-off"
2 years ago
Technicals are keeping cash credit spreads tight, but as central banks reduce purchases there will be relative value opportunities -
"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 -
"There are concerns about volatile sectors in high yield, but IG may be vulnerable to macro changes"
2 years ago
High yield has heavier exposure to energy and travel credits, but IG has more rate duration -
"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 -
"In the afternoon I awoke from a pile of willow leaves to discover we had created a Welsh ether-based token"
3 years ago
A localised crypto-currency boom and bust cycle teaches Welshcake (again) that everything becomes correlated in a downturn -
"Watch the IG credit curve — we may see steepening of IG 5s10s and flattening of 10s30s"
3 years ago
Stimulus measures are supporting short tenors, and pension demand for 30-year paper is strong, so 10-year IG credit may have few buyers -
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 -
Going short IG against the ECB will eventually pay off
6 years ago
Chenavari’s Demian Brasil takes our credit quiz
13 results found Showing page 1 of 1
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