Search results
25 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Direct lending (5)
- Emerging markets (1)
- High yield bonds (7)
- Investment grade credit (4)
- Structured credit (3)
- CLO (17)
- Distressed debt (1)
- Leveraged loans (10)
- Synthetic/SRT (7)
Geography Tags
-
Past returns: US firms become Euro CLO issuers
1 year ago
Five years ago in Creditflux we reported on CIFC Asset Management and Voya Investment Management harbouring European CLO ambitions as US issuers became accustomed to risk retention. -
"Short memories forget how rampant anti-EU sentiment was before Mario Draghi became Italy’s prime minister"
1 year ago
Unrest in Italy threatens to escalate into a bigger crisis than Greece in 2012 -
CSAM does the CLO awards double
1 year ago
Winning the Creditflux Manager of the Year award is a feat in itself. Winning it back-to-back in such different markets is an outstanding achievement — and CSAM can take great pride in it -
"Faltering oil supply is lamentable at a time of strategic and moral shortfall"
2 years ago
We need to accept the pain and cut dependence on Russian oil today -
"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 -
"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 -
A brighter year ahead
3 years ago
Panellists on Creditflux’s CLO webinar described how CLO spreads are close to historic tights, ESG is entering the docs and managers have more flexibility with work-outs than ever before -
Speculative protection buying censures managements that seek only to enhance their own wealth
3 years ago
The Catholic church misses the mark when referring to CDS as ‘finance of chance’ -
Cessation of activity mid-December is an opportunity to switch off… and let the mind wander
3 years ago
Welshcake is grateful for a lull in credit markets. The downtime has inspired him to dream up a CLO play -
The structured credit industry could promote its benefits more
3 years ago
Filippo Sampietro takes our credit quiz -
Some banks offer limited transparency, which makes cocos risky
3 years ago
Assenagon's Michael Huenseler takes our credit quiz -
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: German direct lending’s overhaul
4 years ago
In Creditflux five years ago we reported on German fund managers campaigning against regulations which dictated that funds require a banking licence to act as direct lenders. In 2016 they got their way as the German Banking Act stipulated that the banking licence requirement would not be imposed if a direct lender was authorised under the Alternative Investment Fund Managers Directive. -
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 -
The IRR of CLO equity is driven by far more than just initial spreads
4 years ago
No one ever says the CLO equity arb looks great. But even in particularly challenging periods there are ways for equity investors to generate strong returns -
Being fully invested can have a greater impact on IRRs than avoiding 2% defaults annually
4 years ago
The IRR differential can be as much as 3.3% for a fully invested CLO versus one that maintains a 5% cash balance -
Being the only provider in a deal allows us to be closer to the company
5 years ago
Tikehau's Cécile Mayer-Lévi takes our credit quiz -
Just because there have always been loan fees doesn’t mean they are the right way of doing things
5 years ago
Scrapping loan transfer costs of up to €3,500 per transaction is a bridge Europe should cross for the sake of liquidity -
Points up front: “I always think of myself as Bruce Lee when I’m investing in CLO equity”
5 years ago
An analytical mind, a strong network of industry contacts and an eye for value are vital for a competent CLO equity investor. But don’t forget the one-inch punch -
Past returns: Atlantic crossing
5 years ago
Five years ago in Creditflux we reported on Axa Investment Managers planning its debut US CLO with a view to becoming a global CLO manager. Today, US managers are prioritising the build-out of European CLO platforms -
Points up front: BlueGreen OneTreeHill United - the CLO team
5 years ago
Inspired by Serhan Seçmen’s keynote address at Creditflux’s CLO Symposium in May, we’ve come up with a World XI of CLO managers -
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 -
Join the debate: flippin' heck, you're distorting the CLO market
6 years ago
After our report on a CLO investor flipping 2018 bonds before the deals had even closed, one reader pointed out that this "masks true demand" -
Points up front: zombie managers near extinction
6 years ago
The long-term nature of CLOs means the market tends to have a large number of zombie managers, those with one or two deals outstanding but no plans for future issuance. However, a spate of redemptions, especially in Europe, has swept away some of the ghostly deadwood. -
Fishknife classified advertising
6 years ago
Classified ads
25 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?