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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 -
Q4 2018, which had loan price volatility without defaults, was close to nirvana for CLO investors
5 years ago
The current vintage of CLOs could be the best ever if the volatility in Q4, when retail funds dumped loans, repeats itself, says our columnist Thomas Majewski -
Private credit managers are partially insulated from daily market moves — for them it’s the dough, not the Dow
5 years ago
If asked about credit investing, Yogi Berra might have said take the fork in the road leading to private credit, says our columnist Randy Schwimmer -
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 -
Without a single dollar being raised, future loan supply dwarfs current demand by as much as 10 to one
5 years ago
There’s plenty to be spent on mid market loans, but it’s still not enough to cover the $1 trillion of financing likely to be required, says our columnist Randy Schwimmer -
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 -
Borrowers who made the one-month Libor election at the beginning of the year saved only a bit of money
5 years ago
The spread between one-month Libor and three-month Libor has garnered a significant amount of attention in the CLO market this year. Indeed, some market prognosticators suggested that the difference between the two rates could have such an impact that it would shut down the primary CLO market. -
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 -
Long-term lock-up funds work very well in private equity, but CLO equity has greater needs
6 years ago
Beware of applying to CLOs fund structures that work for other asset classes, such as private equity. The result may be lost value -
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 -
Rating outlook: Weighing up interest rate risks
7 years ago
Fitch ratings opens up on what loan issuers can expect to deal with an a rising rate environment -
There’s a great buy for me in Argentina
7 years ago
Deltec’s Tim Hall takes our credit quiz -
They said it
10 years ago
They said it -
In credit – Indiscriminate selling creates opportunities
12 years ago
Alex Vaskevitch heads the high yield team at London-based BCM & Partners, a $1 billion asset management firm specialising in corporate credit. He manages the Zenith High Yield Bond Fund and, since April, the BCM High Yield Bond Fund. The two funds have the same basic fundamentals-driven strategy.
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