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"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 -
"Forget the World Cup, the macro-economic catastrophe cup has more well-matched contenders"
1 year ago
Government bonds are rallying in some quarters, but the odds are on more stress feeding into 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 -
"Derivative longs versus cash corporate shorts looks attractive, especially if we see a market sell-off"
1 year 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 -
"If omicron paradoxically lowers the temperature of the market, that may be no bad thing"
2 years ago
The global economy is well protected against omicron — and a mild infection may be beneficial -
"Growth in credit products lets investors express sector-specific views as dispersion ticks higher"
2 years ago
Investors can use ETFs, volatility dispersion swaps or even bond baskets to trade dispersion -
Points up front: Definitely not an ex-parrot
2 years ago
One of the biggest credit fund launches last month was Arini, led by star credit trader Hamza Lemssouguer -
"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 -
"Pain is on the way: spreads are too tight, while compression and carry are done. But what if it's not?"
2 years ago
Welshcake reminds us that mid-cycle portfolio management is a funny old game -
"In the afternoon I awoke from a pile of willow leaves to discover we had created a Welsh ether-based token"
2 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 -
Past returns: Bravo! Citi takes applause with CSO portfolios
3 years ago
Five years ago in Creditflux we reported that Citi was planning a follow up to its Bravo portfolio — a CSO reference entity in which the bank made two-way markets -
They said it: "Clearing houses have proposed they will clear index tranches next year"
3 years ago
More liquidity for the index tranche market -
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 -
There will surely be jewels in the high yield dung heap, but the risk-reward is more compelling in IG
3 years ago
Whatever the long-term effects of the pandemic, one thing stays the same: IG looks attractive -
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 -
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 -
Staying afloat in credit takes care and character
6 years ago
In his final article, our columnist sheds light on his identity and has some 'nice' advice for those navigating credit’s changeable oceans -
Past returns: drawing crowds is not easy for bond trading platforms
6 years ago
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21 results found Showing page 1 of 1
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