Search results
21 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Direct lending (3)
- High yield bonds (8)
- Investment grade credit (3)
- Structured credit (3)
- CLO (13)
- Distressed debt (1)
- Leveraged loans (remove)
- Synthetic/SRT (4)
Geography Tags
-
"This ‘higher rates for longer’ saga is more like the 1920-21 depression than the 1970s high inflation era"
1 year ago
Sometimes you have to swallow your medicine and take a step back to go forwards -
"Extreme volatility can push BSL yields close to mid market levels, although that trade never lasts"
1 year ago
The two segments of the loan market are on different paths as mid-market volumes rise -
"Having tighter CLO debt costs will not be enough for brand names to outperform more agile competitors"
2 years ago
The drop in loan and CLO prices today is unlike any previous downturn — but again it will pay to be agile -
"In some ways, CLOs resemble a quirky, cottage industry more than a trillion-dollar market"
2 years ago
CLO volumes outstanding have passed $1 trillion, but index omission and private placements are holding us back -
"I’ve been doing ESG for 27 years; I just didn’t know it"
2 years ago
Apollo's Joe Mornoey takes our credit quiz -
"Don’t buy loans for the floating rate component alone"
2 years ago
Loomis Sayles' Matt Eagan takes our credit quiz -
"Why can’t loans and CLOs simply move to three-month treasury bills as our reference rate?"
3 years ago
Sofr may be touted as Libor’s natural replacement, but the best known rate in the world is also an option -
"The heterogeneous set of KPIs make comparisons difficult and self-policing hurts credibility"
3 years ago
Loans with ESG ratchets are popular and a good way to align incentives – but we need accountable external reviewers -
We need to remove CLO misinformation from the market
3 years ago
Vibrant's Kashyap Arora takes our credit quiz -
Questions will need answering about where a manager's fiduciary responsibility lies
3 years ago
A university lecturer gives Welshcake a shock with a CLO presentation that points to shady trading games -
A lot of CLO portfolios look similar and I’ve never been one to follow the herd
4 years ago
Zais's Vinnie Ingato takes our credit quiz -
‘Buying the dip’ is going to be a poor investment strategy when the next downturn comes
4 years ago
The next credit downturn will be shallower but more prolonged than the last, so what works will be different, too -
Typical CLO structures can’t take advantage of dislocation in the high yield bond market – yet
4 years ago
High yield bond buckets in CLO 1.0s allowed managers to build par — it is time CLO 2.0s had the same opportunity -
Superficial analysis in the press fails to account for critical differences between CLOs and CDOs
5 years ago
Credit risk is rising, but any failures among CLOs will not impact the financial system as a whole -
You can’t time everything 100% correctly, but being too early can be a mistake
5 years ago
ArrowMark's Kaelyn Abrell takes our credit quiz -
Loan managers need an equity-like mindset instead of relying on docs
5 years ago
Octagon's Lauren Basmadjian takes our credit quiz and talks about buying CLO equity in 2009, the impact of technology on the retail sector and Eddie Murphy's 1980s heyday -
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 -
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 -
Points up front
6 years ago
Legal documents related to a now defunct fund run by Carlyle a decade ago, highlight tensions between two senior portfolio managers -
Past returns: drawing crowds is not easy for bond trading platforms
6 years ago
. -
You need to see enough deals
9 years ago
Fifth Street's Ivelin Dimitrov takes our credit quiz
21 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?