Refine Search
Article Categories
Strategy Tags
- ABS (10)
- CMBS (8)
- Direct lending (276)
- Distressed (51)
- Emerging markets (203)
- Investment grade credit (271)
- Structured credit (244)
- CLO (383)
- Distressed debt (264)
- Leveraged loans (remove)
- Marketplace lending (27)
- private credit (5)
- Synthetic/SRT (329)
- ABL Financing (144)
Geography Tags
-
Beneath the triple C: CLOs take first knock since covid scrapes
1 year ago
CLO managers have been hit by a number of loan downgrades to triple C for the first time since the wave of pandemic-related cuts trickled to a halt in early 2021. Companies indirectly linked to the health sector suffered most in May -
"The shutdown of economies in the pandemic showed it’s better to suffer up front"
1 year ago
Rather than prolong the agony, central banks would be better off bunching their planned rate hikes into one -
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 -
CEO steps down after DWS greenwashing allegations lead to police raid
1 year ago
A tumultuous 24 hours for DWS Group, in which police and regulators raided its office, has been compounded by the resignation of its chief executive officer Asoka Woehrmann on Wednesday morning -
Credit investors look to outsource as risks begin to add up
1 year ago
Institutional investors and managers are outsourcing to third parties as credit and macroeconomic risks mount -
Points up front: Making a meal of the arb
1 year ago
Credit market participants are always looking at the best arbitrage opportunity and right now that seems to be at McDonald’s -
We’ll get through this awkward patch
1 year ago
Wide liabilities have made pricing CLOs trickier in the past few months. But speakers at Creditflux’s CLO Symposium were optimistic that the arbitrage is OK — so long as you can place those triple As -
Fund performance: Credit hits another bump in the road after March revival
1 year ago
There was more upheaval for credit funds in April, reversing the mini-recovery in March as 40% of funds made positive returns, a decrease on the 47% in March -
Credit hedge funds (June 2022)
1 year ago
Credit hedge fund returns
-
Ucits at a glance: Diamond shines after dull start to year
1 year ago
Ucits funds have continued to arrest the slide that followed the dip in February, as 37% of funds in April saw positive returns -
Credit funds at a glance (June 2022)
1 year ago
A round up of fundraising and people moves in credit
-
CLO managers in the mix for first US credit event auction since 2020
1 year ago
CDS contracts referencing Talen Energy Supply will be settled by credit event auction next month. And Talen's recovery levels will have relevance for a number of CLO managers that have held onto the company's debt - in some cases having bought more very recently -
Defaults should keep low despite looming recession, says TwentyFour
1 year ago
Corporate default rates should remain low even as the chance of a recession looms larger, according to a new report from TwentyFour Asset Management -
Novicap names new CEO in leadership shuffle as it sets targets for credit division
1 year ago
Novicap, a fintech company offering working capital optimisation solutions to SMEs and mid-market corporates, has shuffled its leadership structure and set a €1 billion cumulative volume target for its credit division by the end of this year -
"It’ll take something special to drag my attention away from Depp/Heard, but Jerome Powell could just do it"
1 year ago
It’s not easy letting go of the past, but May heralds the start of something new in credit -
Muzinich targets high income with new flexible credit fund
1 year ago
Muzinich & Co has launched Muzinich Dynamic Credit Income Fund, which it says is “designed for investors seeking outperformance in rising credit markets without taking excessive risks” -
European CLO managers aim for bigger bond bucket fix
1 year ago
European CLO managers are eyeing larger fixed rate bond allocations amid dislocation and lower loan supply. This has, in turn, led to an increase in fixed rate tranches -
Fund performance: Credit bounces back from February blues
1 year ago
March performance figures were a slight improvement from the market turn in February; 47% of funds made positive returns, an increase on 17% the previous month -
Credit hedge funds (May 2022)
1 year ago
Credit hedge fund returns -
Ucits at a glance: Robus stands tall among Ucits funds
1 year ago
27% of Ucits funds had positive returns in March, a slight improvement from 10% in February -
Credit funds at a glance (May 2022)
1 year ago
A round up of fundraising and people moves in credit
-
Loan fintech drills into private data to free up analysts’ time
1 year ago
The role of credit analysts could be redefined if a new product launched by a tech company takes off -
Dispersion begets dispersion in mixed bag of fund returns
1 year ago
Idiosyncratic risks are set to rise in credit, with fund managers becoming occupied with tail risks, and that has been seen in a scattered set of March hedge fund returns -
Points up front: Italian international tackles banking after rugby
1 year ago
In his latest column, on page 21, Thomas Majewski draws similarities between the CLO market and a youth soccer game. Turns out there might also be parallels between investment banking and rugby -
Points up front: "It’s all me, me, me"
1 year 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.
Want all the latest news, comment, analysis and data?