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Relative to Airbus, Boeing was long accountants but short engineers
17 days ago
A qualitative approach can help investors spot boards that are too focused on short-term returns -
"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 -
"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 -
"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 -
"IG investors might want to rethink the instrument, but they need not fear rising rates just yet"
3 years ago
In his latest column for Creditflux, Cheyne's Duncan Sankey writes that the sharp rise in 10-year US treasuries could be positive for investment grade investors, but value is in CDS rather than bonds -
Ucits at a glance: Year-to-date returns head for double figures
3 years ago
Ucits funds generally performed well in October as 75% achieved positive returns -
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 -
A round-up of fundraising and people moves in credit
4 years ago -
Dispersion tests hedge fund managers
Credit hedge funds with the ability to go long and short the market were the top performers last year. But dispersion made it possible for fund managers to eke out value across many sectors4 years ago -
Fund performance: Long-short funds rule in October as CLO funds struggle
4 years ago
A round-up of fund performance -
Fund performance: Mercury rises as does credit fund performance
A round-up of fund performance4 years ago -
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 -
Partner leaves Cheyne after five years at the firm
5 years ago
A marketing official, who has covered loan funds and synthetic credit strategies, has left Cheyne -
Cheyne more than doubles assets for credit fund in five months
5 years ago
Cheyne Capital has more than doubled assets for Cheyne Total Return Credit Fund December 2023 – in the space of just five months -
Leading fund: Lupus Alpha CLO Opportunity Notes I
6 years ago
Single-B CLO trades boost Lupus Alpha asset Management
16 results found Showing page 1 of 1
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