Aircraft lessors: gathering clouds lead to talk of turbulence
Aircraft leasing companies have been cruising over the past two years as passenger numbers grew, but rising interest rates and trade tariff concerns are making some bondholders nervous

BRF avoids butcher’s block – for now
While Brazilian meat exporters appear to have survived claims of widespread malpractice throughout the country, the future of the world’s largest poultry producer still hangs in the balance
 

Drug makers: desperately seeking pain relief
With Teva’s profitable Copaxone being undermined by cheaper alternatives, the company is in need of a pick-me-up. By Euan Hagger

BlackRock adds new ETF to $1.8 trillion iShares platform
BlackRock has unveiled a new addition to its suite of target maturity fixed income ETFs, with the iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) rolling out this week

Consumer lending: questions pile up for debt collectors
Cabot’s failed IPO has hit bonds across the debt collection sector – and made investors much more cautious. By Euan Hagger

Payday: Investors go for broke on regulatory bet
New regulations could seriously hamper US payday lenders – but bond holders are betting the rules won’t be enacted

Alcentra continues hot fundraising streak with new global credit offering
BNY Mellon subsidiary Alcentra has attracted $140 million for a corporate credit fund

Jefferies prices unorthodox short-dated CLO in $296.5 million deal
Jefferies has priced a short-dated CLO backed by revolving credits, according to market sources.

Aluminium: Learning to live with crushed prices
The slump in the price of aluminium has hurt even Chinese producers. That is good news for other borrowers

CSAM achieves 135bp triple-A print with 2012 CLO reset
Credit Suisse Asset Management has priced a reset of its 2012 CLO, Atrium VII

Jefferies prices two CLO deals in a day for regular manager client
Jefferies continued its long-standing relationship with MJX Asset Management yesterday, pricing a refinancing and a reset for the manager on the same day

Container shipping: Struggling to stay afloat
Debt and overcapacity mean container shippers must consolidate fast to avoid further wrecks

Reset pipeline continues to build as CSAM prepares to alter 2012 CLO
CSAM has become the latest manager to prepare a CLO reset, as it seeks consent to refinance and extend its 2012 deal Atrium VIII

Equipment rental: debt investors call for safety measures
Resistance is high to equipment renters that continue to splash out on capital spending

GoldenTree extends life of unusual bond-heavy 2012 CLO
GoldenTree Asset Management has extended the maturity of its 2012 CLO, GoldenTree Credit Opportunities 2012-1, according to a notice seen by Creditflux

Rethinking credit value
CLO seniors, cash-CDS basis and tranche shorts were some of bank researchers' top picks last month, as volatility sends analysts back to the drawing board

Palmer Square wraps up 2015 CLO market with $200 million static deal
Palmer Square Capital Management priced the final CLO of 2015 last week, in a $200 million static deal

Oilfield services: Drillers in deep trouble
As the oil slump continues, credits that supply drilling and other services are bearing the brunt of spending cuts

Italian conglomerate spreads jump tighter on CDS orphaning fears
An Italian company is said to be considering a debt buy-back that would hit CDS protection buyers

3i is quick off the mark to price its first US CLO
3i has today priced its first US CLO, market sources say