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The extra 250-350bp is excessive compensation for the incremental risks run by long-term CLO investors
5 years ago
Double B-rated CLOs price at a premium over corporate credit and yet default rates are much lower -
I liked it when banks could hold risk and actually had inventory to shift
5 years ago
Louis Gargour, CIO of LNG Capital, takes our credit quiz -
Loans have changed. Leverage and docs are different. So what does this mean for recoveries?
5 years ago
With Fed chiefs past and present signalling rising financial risk, managers need to check their metrics, writes our columnist and Churchill Asset Management's head of capital markets and origination -
If the loan was not cov-lite, it is likely that Weight Watchers would have defaulted
5 years ago
Cov-lite loans have negative connotations, but they will enable some companies to trade through a bad patch and return to health -
No one knows when the next downturn will come, but for now we can hope for a soft landing
6 years ago
Our columnist, Churchill Asset Management's Randy Schwimmer, addresses the question that is baffling credit market participants: exactly where are we in the credit cycle? -
We are not structured finance investors – we are corporate credit specialists
6 years ago
Fair Oaks' Miguel Ramos-Fuentenebro takes our credit quiz -
Let's all stop obsessing about duration risk
6 years ago
Atlanticomnium's Anthony Smouha takes our credit quiz -
Inflation is seeping in and leverage is rising like helium
6 years ago
The Fed is keeping close tabs on any signs of inflation in consumer products. But there are signs of an inflationary bubble in the credit market -
Libor: what will replace it and who will monitor it?
6 years ago
What’s the alternative to a benchmark referenced by the $1 trillion broadly syndicated loan market? -
The seven deadly sins of credit fund reporting
7 years ago
Writing investor reports can be a thankless task, but there are ways to avoid the most sinful errors -
When the market is tight, buy cash not wide tranches
7 years ago
Alcentra’s Hiram Hamilton takes our credit quiz -
Focus on the risk-reward of individual issues
7 years ago
Wasserstein Debt Opportunities’ Rajay Bagaria takes our credit quiz -
Loan defaults will stay below 2% for some time
7 years ago
Eagle Point’s Tom Majewski takes our credit quiz -
Banks provide a poor service to small managers
8 years ago
Pentalpha's Nicola Marinelli takes our credit quiz -
We would be thrilled with rising rates
8 years ago
Coherence Capital's Sal Naro takes our credit quiz -
Points up front: peak conference
8 years ago
Have we reached peak CLO conference? -
Liquidations can deliver double digit returns
9 years ago
Venor Capital Management's Michael Wartell takes our credit quiz -
We look at a distressed bond’s settlement value
9 years ago
Serenitas Capital's David Weeks takes our credit quiz -
Fishknife - Seven ways to make money in credit
10 years ago
So, you made money in credit last year? That wasn't difficult. Now comes the hard part -
You have to value offices, malls and housing blocks
10 years ago
Sorin Capital’s Jim Higgins takes our credit quiz -
If you agree, you’re in trouble
11 years ago
Sandro Näf from Capital Four Management takes our credit quiz -
The finalists – in no particular order
11 years ago
Our rigorous metrics and detailed analysis have produced the definitive shortlist of the world’s best CLOs -
Dump high yield now
11 years ago
Creditflux readers are almost unanimous in their view that US high yield bonds are fully valued. But they see plenty of value in structured credit -
Structured products are more liquid than you think
11 years ago
Ga’ash Soffer and Zvi Gillon, founders of Rion Capital, give their views on the credit market -
Points up front: marathon man
11 years ago
Points up front: marathon man
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