Refine Search
Article Categories
Strategy Tags
- Direct lending (1)
- Emerging markets (11)
- High yield bonds (74)
- Investment grade credit (remove)
- Structured credit (4)
- CLO (2)
- Distressed debt (1)
- Leveraged loans (5)
- Synthetic/SRT (remove)
Geography Tags
-
Four sectors most favoured by bullish resumption of QE, say BAML strategists
5 years ago
Autos, healthcare, media and real estate bonds are likely to be the biggest initial beneficiaries if the European Central Bank reinvigorates its corporate sector purchase programme (CSPP) next week, say Bank of America Merrill Lynch credit strategists -
Buy iTraxx Europe equity tranche risk but sell Crossover mezz, says JP Morgan
5 years ago
Investors should stick with ‘search for yield’ ideas in investment grade credit, say JP Morgan credit strategists, including selling iTraxx Europe 0-3% equity tranches delta hedged, going long the 10-year Europe index, and selling credit volatility through index options while buying equity market volatility -
Index tranches and Sub Fin basket among top picks after ECB meeting, says JP Morgan
5 years ago
The European Central Bank’s statement that rate cuts will likely be paired with tiered deposit rates suggests a boost for the iTraxx Sub Financials index, as well as tier two and additional tier one bank bonds, says JP Morgan in latest credit research. The bank also advocates selling iTraxx Europe 0-3% tranches delta hedged -
Triple B fightback has begun, says BNP Paribas
5 years ago
Fallen angel risk – the possibility that a wave of triple B credits could be cut by rating agencies to sub-investment grade – should begin to decline, according to strategists at BNP Paribas -
Credit pickers will win as high yield spreads widen in 2019, predicts Citi
5 years ago
After a volatile 2018 in the credit derivatives market, there are reasons to be optimistic this year for the best credit pickers, according to Citi’s global credit derivatives outlook
Want all the latest news, comment, analysis and data?