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Fund performance
10 months ago
Good month for CLO funds sees six in top 10 as Axiom sets pace -
You seem familiar
1 year ago
The overlap between European CLOs has risen to 51.6%, but the largest issuers are only slightly more aligned to their peers at 55.19% — so bonds are proving to be an important differentiator -
HY fund is exception to rule of CLOs
2 years ago
CLO funds have had back-to-back years of outperformance versus credit, proving the asset class is a great place to invest, rain or shine. But a Wasserstein HY fund was the star performer in 2021 -
Woah, we’re halfway there
3 years ago
Judging by the 2020 vintage, European CLO overlap is 50%. But varied approaches to holding bonds and the many loans managers turn down mean there are ways for issuers to outperform -
Moving fast pays off for hedge funds
3 years ago
2020 was an up and down year in credit, and credit hedge fund managers had to move quickly to capture opportunities from the dislocations that inevitably opened up -
Fund performance: Index tranche investors make it work from home
4 years ago
March brought a drastic drop in return figures as covid-19 swept across the globe, as Orchard tops the Creditflux performance tables -
Corporate long-short funds regain their swagger after dip.5 years ago
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Still weighed down by 2015 oil price slump
5 years ago
It’s three years since the depths of the oil crisis but offshore service companies — such as the helicopter businesses that transport workers to oil rigs — are not seeing lift-off in prices or profits -
Rolling the dice on Turkey and Italy
5 years ago
Gambling specialists with operations around the Mediterranean are facing political risks and currency falls – but there are opportunities to hit the jackpot if investors play their cards right -
Aircraft lessors: gathering clouds lead to talk of turbulence
5 years ago
Aircraft leasing companies have been cruising over the past two years as passenger numbers grew, but rising interest rates and trade tariff concerns are making some bondholders nervous -
Indonesian property developers: cracks reopen as liquidity dries up
5 years ago
Indonesian developers didn’t fully recover from the 2013 taper tantrum. And now, as development costs and interest payments eat into their capital, they are looking far from stable -
BRF avoids butcher’s block – for now
6 years ago
While Brazilian meat exporters appear to have survived claims of widespread malpractice throughout the country, the future of the world’s largest poultry producer still hangs in the balance
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Drug makers: desperately seeking pain relief
6 years ago
With Teva’s profitable Copaxone being undermined by cheaper alternatives, the company is in need of a pick-me-up. By Euan Hagger -
Managers predict skill will win out
6 years ago
We asked managers to predict the year ahead across a range of credit strategies. Overall, they had a positive outlook. By Grace Jennings-Edquist -
US pensions look beyond equities
6 years ago
US pension funds dramatically lowered their allocations to equity in the decade ending in 2016 as they diversified into illiquid and alternative assets. By Grace Jennings-Edquist -
Payday: Investors go for broke on regulatory bet
6 years ago
New regulations could seriously hamper US payday lenders – but bond holders are betting the rules won’t be enacted -
Computer hardware: manufacturers search for reboot button
6 years ago
Hardware firms are struggling for growth. It’s a problem that turning off and on again won’t fix. By Euan Hagger -
Transport and logistics: heavy debt leaves transporters in jam
6 years ago
With logistic specialists getting a rough ride, debt restructuring could be the next stop for asset-light companies -
Spotlight: Local exchange carriers - calling for rescue on the M&A hotline
6 years ago
Growth-starved US phone companies are seeing consolidation as the best way to improve performance -
Leading fund: Lupus Alpha CLO Opportunity Notes I
6 years ago
Single-B CLO trades boost Lupus Alpha asset Management -
Talk of carbon dioxide reduction boosting credit returns is hot air
6 years ago
There are good reasons to adopt a carbon neutral investing philosophy – just don’t expect it to have a major effect on alpha generation -
Things aren’t always what they seem
6 years ago
Buy CLO triple As but don’t be fooled by diversity scores; take a look at credit index futures if you need liquidity; and watch out for quasi-mid market loans appearing in CLOs -
Move up the stack to avoid implosion
7 years ago
Pundit warns investors to be concerned about return of their principal – but senior loans may be a safe haven as credit yields are squeezed and high yield becomes crowded -
US fashion stores: queueing up to exchange old debt
7 years ago
Fashionably loose covenants are allowing under-pressure retailers to turn expensive unsecured debt into senior notes -
Heading tighter into uncertainty
7 years ago
Tightening loan spreads are making the job of a CLO manager harder in both the US and Europe. But credit volatility could be on the horizon
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