Refine Search
Article Categories
Strategy Tags
- Direct lending (1)
- Emerging markets (2)
- High yield bonds (remove)
- Investment grade credit (5)
- Structured credit (2)
- CLO (9)
- Distressed debt (3)
- Synthetic/SRT (remove)
Geography Tags
-
"All that remains is to thank all of you who have kept faith with my monthly confessions of insanity"
1 year ago
With the economic outlook now beyond a joke, Welshcake signs off amid denials he is actually a Welsh footballer -
"This ‘higher rates for longer’ saga is more like the 1920-21 depression than the 1970s high inflation era"
1 year ago
Sometimes you have to swallow your medicine and take a step back to go forwards -
"The shutdown of economies in the pandemic showed it’s better to suffer up front"
2 years ago
Rather than prolong the agony, central banks would be better off bunching their planned rate hikes into one -
Points up front: Making a meal of the arb
2 years ago
Credit market participants are always looking at the best arbitrage opportunity and right now that seems to be at McDonald’s -
"It’ll take something special to drag my attention away from Depp/Heard, but Jerome Powell could just do it"
2 years ago
It’s not easy letting go of the past, but May heralds the start of something new in credit -
Points up front: "It’s all me, me, me"
2 years ago
A study last month by the University of Marburg found that narcissistic fund managers are up to 34% more likely to deviate from their advertised investment style, and they tend to underperform non-narcissists. -
They said it: "The third term is Jinping’s legacy..."
2 years ago
... He does not care about near-term growth." -
"If ESG funds only talk the talk, it is because investors, legislators and regulators don’t walk the walk"
2 years ago
Whatever an ESG fund means to you, it probably means something different to the next investor -
"Pain is on the way: spreads are too tight, while compression and carry are done. But what if it's not?"
3 years ago
Welshcake reminds us that mid-cycle portfolio management is a funny old game -
We say it: Creditflux salutes women in credit
3 years ago
The credit industry is blessed with many strong women and for this issue of Creditflux we’re exclusively hearing their voices across our news, analysis and columns -
They said it: "I am extraordinarily proud of the firm I have helped build"
3 years ago
Apollo chief executive officer Leon Black announces he is stepping down. -
Cessation of activity mid-December is an opportunity to switch off… and let the mind wander
3 years ago
Welshcake is grateful for a lull in credit markets. The downtime has inspired him to dream up a CLO play -
They said it: "We’re going to change the world of finance"
4 years ago
Big ambitions in blockchain -
They said it: "Imagine a garden party and all of a sudden a big wasp shows up"
4 years ago
On Creditflux’s US CLO webinar last month, Napier Park’s head of US CLO investments Serhan Secmen described the March sell-off as a garden party -
Points up front: Channelling Twain, Agent Smith and Mike Tyson
4 years ago
Lockdown can adversely affect one’s grasp of reality, and for credit portfolio managers this has manifested itself in a penchant for quoting famous (sometimes fictional) figures -
Points up front: Blame it on capitalism
4 years ago
You know it’s a tough month for returns when a hedge fund manager quotes Lenin and laments that capitalism and globalisation have failed to distribute wealth efficiently -
Investors need to ask: can my asset manager survive the crisis?
Mergers, declines in assets and changes in risk profile can signal that an investment manager is not as healthy as it was -
You need a balanced portfolio that’s ready for calculated risk taking — so consider a barbell approach
4 years ago
Investors can’t afford to be too conservative as they prepare for the end of the cycle -
Don’t get too comfortable. The truth is there are hundreds of things that could be catalysts for a sell-off
4 years ago
Just because there’s no obvious sign of a sell-off, doesn’t mean it’s not going to happen. Often, market moves defy logic -
Points up front: There are lies, damn lies and awards pitches
4 years ago
We’re hearing empty boasts, trash talking of their rivals and no shortage of promises that will absolutely be delivered. -
Points up front: Talking his book (which is available on Amazon)
4 years ago
For listed asset managers, an earnings call is generally not the right forum to market or advertise upcoming funds. But it might be exactly the right place to try and sell your book. -
Points up front: Benefits of being unethical
5 years ago
Investing ethically is increasingly becoming part of a credit manager’s mandate, with environmental, social and governance (ESG) strategies all the rage. -
Tourists have turned high yield into a sketchier neighbourhood… IG credit could be the answer
5 years ago
Using CDS to exploit roll-down in IG credit can generate good returns even in a low-rate environment -
They said it: "I enjoy problem-solving and puzzles"
5 years ago
CQS founder Sir Michael Hintze on his role as senior investment officer at the London-based credit fund manager -
I liked it when banks could hold risk and actually had inventory to shift
5 years ago
Louis Gargour, CIO of LNG Capital, takes our credit quiz
Want all the latest news, comment, analysis and data?