Search results
2 results found Showing page 1 of 1
Refine Search
Article Categories
Strategy Tags
- Emerging markets (1)
- High yield bonds (2)
- Investment grade credit (remove)
- CLO (remove)
- Leveraged loans (1)
- Synthetic/SRT (remove)
Geography Tags
-
"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
2 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 -
"Pain is on the way: spreads are too tight, while compression and carry are done. But what if it's not?"
2 years ago
Welshcake reminds us that mid-cycle portfolio management is a funny old game
2 results found Showing page 1 of 1
Want all the latest news, comment, analysis and data?