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"If earnings weaken, equity and credit markets could enter a new phase in the sell-off"
1 year ago
High yield has outperformed equities since the sell-off this year, but that relationship could change -
"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 -
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 -
Points up front: Italian international tackles banking after rugby
2 years 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 -
"Strong growth is not necessary for good loan or bond performance, but it keeps a recession at bay"
2 years ago
The picture in credit was looking good (even with inflation rising) until Russia invaded Ukraine -
"Rules require 5% risk retention, but for first loss CRS that is not enough"
2 years ago
PGGM's Mascha Canio takes our credit quiz -
"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 -
"The CLO industry can be a little clubby… it feels like there are few advocates"
2 years ago
Pension Danmark's David Altenhofen taks our credit quiz -
"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 -
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 -
I foresee various spooky spectacles hitting our screens - and your long portfolios
3 years ago
Welshcake is settling in for a horror movie marathon. But in the previews he sees monsters lurking behind tight credit spreads -
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 -
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 -
Fishknife classified advertising
6 years ago
Classified ads -
They said it: long faces on flow traders
6 years ago
Citi’s Jim Hughes tells the Creditflux CLO Investor Summit about how difficult life is for flow credit traders -
Retail sector ailments could easily turn into pandemic
6 years ago
Credit’s retail malady is infectious and uncontainable as retailers face up to obsolete business models -
Going short IG against the ECB will eventually pay off
6 years ago
Chenavari’s Demian Brasil takes our credit quiz -
Loan defaults will stay below 2% for some time
7 years ago
Eagle Point’s Tom Majewski takes our credit quiz -
Fishknife - ETFs could break down when dealers look away
8 years ago
They are growing fast, they are poorly understood and their name is a three-letter acronym. Are ETFs the next big risk? -
There’s a lot of risk in the new issue market
9 years ago
Acuity Capital's John Harnisch takes our credit quiz -
Fishknife - The trouble with credit ETFs
11 years ago
Exchange traded funds terrify active credit managers. But investors who understand the risks may find them useful
21 results found Showing page 1 of 1
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