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Fund performance
11 months ago
Positive August for credit sees CLO funds on top again -
CLO funds make best of a bad situation
1 year ago
It can’t get any worse can it? Well, it did in 2022, when credit spreads kept moving wider. Still, CLO funds were able to withstand the pressure, and they outperformed other credit strategies -
CDS volume jumps by 50% as investors seek new ways to do business
1 year ago
Credit derivatives traders are wrapping up a bumper year, in which there was a big increase in volume and a growing number of use cases for the product -
Real estate is about to get real bad: Welshcake
2 years ago
The extent of disconnect between real estate and what other markets have been experiencing is enough to convince me a whole other layer of economic mayhem is on the way. But investors in credit, for all their current pain, could still end up shining if they are prepared -
Fund performance: Credit hits another bump in the road after March revival
2 years ago
There was more upheaval for credit funds in April, reversing the mini-recovery in March as 40% of funds made positive returns, a decrease on the 47% in March -
Sunac CDS must be physically settled, says DC
2 years ago
No credit event auction is required to settle CDS contracts referencing Sunac China Holdings, the Asia Ex-Japan Credit Derivatives Determinations Committee has ruled -
China builds wall of defaults as third real estate co triggers
2 years ago
Sunac China Holdings has become the third Chinese property company this year to trigger a failure-to-pay credit event -
Domino effect as third Chinese property credit event question topples onto DC's pile
2 years ago
Sunac China Holdings has become the third Chinese property company in as many months to be proposed to the Credit Derivatives Determinations Committee as a potential credit event -
German property co hits new wides as investors scrutinise investigation report
2 years ago
The bearish momentum that gripped financial markets on Friday has spilled over the weekend into Monday's session, with an especially big move in the debt of one German real estate borrower taking it to worrisome spread levels -
Fund performance: Groundhog Day as 2021 leaders start strong
2 years ago
CLO funds once again claim the most top performing spots as seven out of 10 funds belong to the category -
Fund performance: Wasserstein's early 2021 performance drives it to the top
2 years ago
The final top 10 of 2021 featured a variety of funds as five different strategies were ranked among the best. US high yield was the most highly represented with two BlackRock funds and an Angel Oak in the top 10 -
"Credit investors should interpret 100,000 Russian troops on the Ukrainian border as worth pricing in"
2 years ago
Welshcake tells credit portfolio managers to under-promise and over-deliver in 2022 -
Determinations Committee agrees to rule on first credit event question in 10 months
2 years ago
Credit event triggers are back on the market's list of discussion points for the first time since February, with the Determinations Committee having agreed to rule on an Asian failure to pay question -
Euro bonds set to outperform US despite big fund outflows: BofA
2 years ago
The November credit crash has left Euro investment grade bonds wider than those in the US, a rare occurrence that sets the scene for a January rally, say Bank of America credit strategists -
Credit hedge funds (November 2021)
2 years ago
Credit hedge fund returns -
Credit funds at a glance (November 2021)
2 years ago
A round up of fundraising and people moves in credit -
Energy crunch grows as differentiator for EM and western credit
2 years ago
Surging energy prices are adding to the inflationary picture in global economies and point to a mounting crisis that could bring sharply divergent performance for different parts of the credit market -
Credit hedge funds (October 2021)
2 years ago
Credit hedge fund returns -
Credit funds at a glance (October 2021)
2 years ago
A round up of fundraising and people moves in credit -
Credit Fundraising: September breaks 2021 record and poses question - is it sustainable?
2 years ago
The third quarter ended with $36.5 billion being raised in credit last month, doubling July and August figures. Several of the new funds have embedded Sustainable Finance Disclosure Regulation or ESG criteria at the heart of their investment thesis -
Credit hedge funds (September 2021)
3 years ago
Credit hedge fund returns -
Credit hedge funds (August 2021)
3 years ago
Credit hedge fund returns -
"China can act how it wants and when it wants in curbing the ambitions of tech firms… but sell offs tend to be opportunities for new buyer
3 years ago
China's latest moves to rein in private enterprise with new rules for education providers have certainly intensified the regulation risk landscape - but Welshcake asks whether this forthrightness could be instructive -
Fund performance: Déjà vu as April leaders dominate
3 years ago
CLO funds stayed in the top flight for another month as they took over the top 10 credit hedge fund return table in May, when 87% of all funds listed made positive returns -
Credit hedge funds (July 2021)
3 years ago
Credit hedge fund returns
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