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IACPM survey finds credit PMs still gloomy, but less so than last quarter
2 months ago
Respondents to the latest IACPM Credit Outlook Survey are still negative about future credit conditions, but less so than in previous surveys -
February 2024 US Leveraged Highlights
3 months ago
Debtwire today releases the February 2024 US Leveraged Highlights, featuring key trends in the leveraged loan and high-yield bond markets. -
New report finds 2023 a record year for alternative credit M&A
5 months ago
A new report on “Acquisitions of Alternative Credit Managers” by credit specialist Gapstow forecasts that more M&A activity lies ahead for credit firms as they struggle with the challenges facing the broader investment management industry -
DebtDynamics EMEA: Size matters
5 months ago
Direct lending margins widen on small deals, with an enlarging gap to other deals in the latest DebtDynamics EMEA research -
Credit PMs remain gloomy in latest IACPM survey
5 months ago
Survey participants in the latest IACPM Credit Outlook Survey believe the euphoria seen in global financial markets during the last few months of 2023 was overdone -
November 2023 US Leveraged Highlights
6 months ago
Debtwire today releases the November 2023 US Leveraged Highlights, featuring key trends in the leveraged loan and high-yield bond markets -
November 2023 European Leveraged Highlights
6 months ago
Debtwire today releases the November 2023 European Leveraged Highlights, containing key trends in the leveraged loan and high-yield bond markets -
DebtDynamics EMEA | Under pressure: likely-to-distress scores highlight struggling industries and regional woes
8 months ago
The European leveraged market has crossed the threshold of 100 companies at the stressed/distressed lifecycle stage, according to Debtwire data -
September 2023 US Leveraged Highlights
8 months ago
Refinancing continues to amplify leveraged debt volume in Debtwire's latest report featuring key trends in the leveraged loan and high-yield bond market -
Refinancing continues to dominate headline figures in latest European leveraged highlights
10 months ago
Debtwire has released its July 2023 European Leveraged Highlights, containing key trends in the leveraged loan and high-yield bond markets -
DebtDynamics North America: Likely-to-distress scores highlight struggling industries
10 months ago
Out of a universe of more than 12,000 leveraged US companies, 180 are in the stressed/distressed lifecycle categories -
June 2023 US Leveraged Highlights
11 months ago
Debtwire has released the June 2023 US Leveraged Highlights, featuring key trends in the leveraged loan and high yield bond markets. -
Public credit markets "most attractive for 15 years" says Wamco
1 year ago
The US Federal Reserve is helping to create the potential for the "most attractive opportunity in public credit markets in the last 15 years", according to a research note published by Western Asset Management -
Private equity firms are becoming CLO converts: TwentyFour
1 year ago
Private equity firms have increasingly bought CLO and other securitised debt tranches in recent weeks instead of their usual preference for physical assets - a trade TwentyFour believes "makes perfect sense" -
UBS says modelling suggests upcoming recession won’t bite
1 year ago
Likely global recession scenarios look mild according to strategists at UBS, who have run four models. -
Euro loans with FX hedging offer better value than US: Barclays
1 year ago
The big underperformance of European loans in June has left them looking cheap versus those in the US – but FX hedging and a nuanced selection process are advisable for investors looking to take advantage of that -
High yield / loan slowdown affects year-end projections and pricing: Barclays
2 years ago
A sharp decline in primary market activity means expectations for high yield bond and even leveraged loan issuance need to be lowered, say Barclays credit strategists. And that in turn has implications for relative value -
Loans will be winners in bearish year for credit: BNP Paribas
2 years ago
Floating rate loans are best positioned for a year of widening credit spreads, but high yield bonds will outperform investment grade and EM credit is set for losses, says BNP Paribas in its 2022 outlook -
There's still time to pick up pennies in credit before steamroller arrives: BNP Paribas
2 years ago
Declining dealer inventories, rising fund cash balances, and a greater prevalence of hedging have added up to produce a credit market that is positioned too short, according to BNP Paribas strategists -
Lingering covid vies with inflation as top credit threat, finds BofA
2 years ago
Covid-19 lingering is catching up with inflation as credit investors' number one worry, Bank of America's August survey has found. The picture for central bank purchases is bullish, but strategists see industrial and bank senior bonds as shorts for contrarians over the summer -
CLO demand to drive loan outperformance over bonds: BNP Paribas
3 years ago
The buying power of CLOs and funds could mean leveraged loans rally further and outpace high yield bonds, says BNP Paribas' credit research team -
Governance has greatest impact on short-term changes in company valuation out of ESG factors, finds MSCI
3 years ago
Governance has more impact than environmental and social factors on company financial fundamentals and stock price in the short term, but ‘E’ and ‘S’ play their part over the long term, according to analysis from MSCI -
European CLO managers with big bond buckets do best, finds Bank of America
4 years ago
European CLO managers that trade in the secondary market and hold a higher percentage of fixed rate assets are likely to outperform their peers, Bank of America finds in latest research -
Investors increasingly see ESG as fiduciary duty, State Street survey reveals
4 years ago
North American investors are most likely to view ESG as a fiduciary duty, while European investors are driven by regulation, performance and reputational risk, according to results from a survey conducted by State Street Global Advisors -
Heading tighter into uncertainty
7 years ago
Tightening loan spreads are making the job of a CLO manager harder in both the US and Europe. But credit volatility could be on the horizon
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