Refine Search
Article Categories
Strategy Tags
- Direct lending (8)
- Emerging markets (3)
- High yield bonds (remove)
- Investment grade credit (8)
- Structured credit (4)
- CLO (20)
- Distressed debt (2)
- Leveraged loans (remove)
- Synthetic/SRT (28)
Geography Tags
-
Points up front: The flattest term curve - work anniversary rewards
3 years ago
If you think CLO term curves are flat with a handful of basis points between three and five-year triple A CLOs, then you haven’t seen anything yet -
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 -
A transformational framework means fund managers have to drive real-world change
3 years ago
There are managers who make transformational investments, those who incorporate ESG and those who do nothing -
All types of financing will have to incorporate ESG risks and use their real economy influence
3 years ago
Fund managers can no longer ignore, postpone or hide from measures to tackle climate change -
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"
3 years ago
Big ambitions in blockchain -
They said it: "Imagine a garden party and all of a sudden a big wasp shows up"
3 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 -
They said it: Can I be a bond investor and invest in Netflix?
3 years ago
The response of a loan portfolio manager after we asked where should loan investors park their cash? -
Points up front: Channelling Twain, Agent Smith and Mike Tyson
3 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 -
‘Buying the dip’ is going to be a poor investment strategy when the next downturn comes
4 years ago
The next credit downturn will be shallower but more prolonged than the last, so what works will be different, too -
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. -
The question is not whether CLOs are too dangerous, but what more they could and should be doing
4 years ago
Contrary to recent headlines, CLOs could be the tool which help reduce the rate of climate change -
Points up front: Benefits of being unethical
4 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
4 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 -
The perception of liquidity is often not the same as the reality
5 years ago
Investec Asset Management's Jeff Boswell takes our credit quiz and discusses liquidity in Europe, the former "darling of the European debt market" Vivarte and the Matrix -
Points up front: World Cup simulation shows models don’t work
5 years ago
England as fourth favourites? Pull the other one -
Future returns: we've (not) got a case of the blues
6 years ago
Regular readers may notice a slight change to this, the 201st issue of Creditflux... -
Points up front: traders are dedicated, no matter how hot it gets
6 years ago
When a fire alarm goes off, you should make your way to the nearest exit: unless you’re a trader -
Join the debate: most memorable moment in credit
6 years ago
At Creditflux we’ve now produced 200 monthly magazines since Fishknife first came up with the idea of tracking the global credit markets in 2001). We asked several key credit industry officials about their most memorable moment in credit
Want all the latest news, comment, analysis and data?