Search results
22 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Direct lending (5)
- Emerging markets (9)
- High yield bonds (7)
- Investment grade credit (2)
- Structured credit (8)
- CLO (11)
- Leveraged loans (5)
- Synthetic/SRT (8)
- ABL Financing (2)
Geography Tags
-
We pulled back because yields didn’t seem to match the risk. Now it’s better
1 year ago
During visits to Melbourne and Sydney last month, conversations with clients and friends about private debt revealed important contexts to understanding how investors there think about the asset class. -
"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 -
"If anything is to be salvaged from the rest of 2022, the economy needs a hero — and quickly"
2 years ago
Something has gotta give as a recession looms in the US. Might it be energy? -
"Faltering oil supply is lamentable at a time of strategic and moral shortfall"
2 years ago
We need to accept the pain and cut dependence on Russian oil today -
They said it: "The third term is Jinping’s legacy..."
2 years ago
... He does not care about near-term growth." -
"Credit investors should interpret 100,000 Russian troops on the Ukrainian border as worth pricing in"
2 years ago
Welshcake tells credit portfolio managers to under-promise and over-deliver in 2022 -
"No-one talks about the part oil price surges played in the 2008/9 global financial crisis"
2 years ago
Investors eyeing inflation shocks and supply chain disruption should instead be paying attention to the brewing energy crisis -
"Categorically shafting lenders to Chinese companies will drive out even the diehards"
2 years ago
The Evergrande saga shows that credit investors need to watch for dangers that are not clearly signposted -
"I’m passionate about broader representation within investment teams"
2 years ago
CIP's Leila Donnachy takes our credit quiz -
“For Creditflux this will be an extra special occasion - the publication is marking its 20th year in business”
3 years ago
A colourful train journey featuring Alice in Wonderland, Yoda and Top Trumps puts Welshcake in mind of the CLO Symposium -
They said it: "A lot of value was lost due to CLO window dressing"
3 years ago
"A lot of value was lost due to CLO window dressing" -
"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 -
Points up front: “Thanks for the loan.” “What loan?”
4 years ago
Direct lending sounds simple enough; borrowers have direct engagement with a small set of lenders and negotiate a private agreement for the long-haul. Sounds easy enough, except when the lender claims to have no idea about the deal you’ve just announced. -
Japanese investors must confirm assets are appropriate... CLO managers can provide assurances
5 years ago
The stipulation that Japanese banks invest in appropriately formed assets is unlikely to hurt the CLO industry -
Past Returns: Repacking in land of the rising sun
5 years ago
Five years ago in Creditflux, we reported that Bank of Tokyo Mitsubishi UFJ was embarking on a strategy of buying repackaged CLO triple A notes denominated in Japanese yen -
They said it: Australia's credit market is like a blast from the past
6 years ago
Revolution’s chief investment officer Bob Sahota describes the opportunities in the Australian private debt markets -
Points up front: World Cup simulation shows models don’t work
6 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... -
Past returns: pension scheme gets stung after regulators rewrite CLO rules
6 years ago
Five years ago, we reported that US pension funds were boosting their allocation to euro-denominated credit. One institution in particular led the way by supporting the first European CLO to be issued since the global financial crisis -
Past returns: binomial expansion model was the catalyst for shorting AIG
6 years ago
10 years ago, Creditflux reported on AIG's approach to marking its structured credit book. The article prompted one trader to put on a large short position which profited as AIG turned to the US government for a bail-out -
The biggest credit stories in 2017
6 years ago
CLO ramp-up risk, new risk retention proposals and new CLO joint ventures were in the headlines last year. Here, Creditflux reveals the most read stories of 2017 -
Private credit investors will be stuck with their positions
6 years ago
Brandywine’s Gary Herbert takes our credit quiz
22 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?