Refine Search
Article Categories
Strategy Tags
- Direct lending (12)
- Emerging markets (2)
- High yield bonds (10)
- Investment grade credit (8)
- Structured credit (11)
- CLO (28)
- Distressed debt (1)
- Leveraged loans (19)
- Marketplace lending (1)
- Synthetic/SRT (14)
- ABL Financing (1)
Geography Tags
-
Where are the gloating I-told-you-so columnists who claimed CLOs would bring global destruction?
4 years ago
We have seen a measured response to the coronavirus crisis: fund managers aren’t collapsing and investors are not shunning CLOs -
Liquidity is king. A company with a sound long-term value proposition may not last the next few weeks
4 years ago
For borrowers — and credit providers seeing revolvers drawn down — liquidity is the greatest concern -
The CMBS talf proposal is simple and effective. A similar approach for CLOs would be welcomed
4 years ago
It’s great that government is trying to boost securitisations, but they’re missing the mark for CLOs -
Miscast as the villains of the 2008 crisis, CDS may prove to be the heroes of 2020
4 years ago
Credit default swaps provide investors with valuable signals on the depth of the coronavirus crisis -
The opportunities to build par and spread within a CLO haven’t been this plentiful since 2009
4 years ago
Last year’s CLOs could become the benchmark for manager performance -
Past returns: A new secondary market for CLOs
4 years ago
Ten years ago we reported on the recovery of CLO triple As in the secondary market. -
‘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 -
If you can stomach volatility, CLO equity is very attractive
Brandon Cahill of BlueMountain Capital Management takes our credit quiz4 years ago -
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 -
So lacking in transparency are CDS that they cloak themselves with standardised docs and definitions
5 years ago
A glance through mainstream media reports confirms that credit default swaps are as sinful as the media thinks they are, says our columnist Welshcake -
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 -
There is an opportunity for investors able to look beyond the typical fixed income asset classes
5 years ago
Real money investors need to be aware of the merits of investment grade CLO tranches over similarly rated corporate debt, says our columnist Thomas Majewski -
Eleven years on and trups CDOs are still the best investment in credit
5 years ago
Hildene's Brett Jefferson takes our credit quiz -
No one knows when the next downturn will come, but for now we can hope for a soft landing
5 years ago
Our columnist, Churchill Asset Management's Randy Schwimmer, addresses the question that is baffling credit market participants: exactly where are we in the credit cycle? -
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 -
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 -
Keep feeding the beast and you just might get bitten
6 years ago
Middle-market direct lenders are both suppliers and consumers of capital – and they risk hurting themselves when loan terms loosen -
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 -
How credit fraud could make a comeback
6 years ago
Easy credit leads inevitably to fraud, whether in consumer credit or corporate lending -
Past returns: drawing crowds is not easy for bond trading platforms
6 years ago
.
Want all the latest news, comment, analysis and data?