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Enhanced CLOs are no more enhancing than run-of-the-mill distressed funds
4 years ago
Triple C-heavy CLOs that try to time the market may be paying for options they never use -
CLOs are pricing with an acronym premium rather than an illiquidity premium
John Popp of Credit Suisse Asset Management takes our credit quiz
4 years ago -
Being fully invested can have a greater impact on IRRs than avoiding 2% defaults annually
4 years ago
The IRR differential can be as much as 3.3% for a fully invested CLO versus one that maintains a 5% cash balance -
Superficial analysis in the press fails to account for critical differences between CLOs and CDOs
5 years ago
Credit risk is rising, but any failures among CLOs will not impact the financial system as a whole -
Q4 2018, which had loan price volatility without defaults, was close to nirvana for CLO investors
5 years ago
The current vintage of CLOs could be the best ever if the volatility in Q4, when retail funds dumped loans, repeats itself, says our columnist Thomas Majewski -
Past returns: Columbia wins at long game
5 years ago
Ten years ago in Creditflux we reported on loan and bond holders squabbling as they sought to extract maximum value from LyondellBasell debt after the company filed for bankruptcy in January 2009 -
Selling at the time of the default or downgrade can often be the worst value decision for the CLO
5 years ago
CLOs don’t have to be forced sellers during distress cycles: skilled CLO managers and well-structured indentures can give optimal recoveries, says our columnist Thomas Majewski -
Loan managers need an equity-like mindset instead of relying on docs
5 years ago
Octagon's Lauren Basmadjian takes our credit quiz and talks about buying CLO equity in 2009, the impact of technology on the retail sector and Eddie Murphy's 1980s heyday -
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 -
The perception of liquidity is often not the same as the reality
5 years ago
Investec Asset Management's Jeff Boswell takes our credit quiz and discusses liquidity in Europe, the former "darling of the European debt market" Vivarte and the Matrix -
Borrowers who made the one-month Libor election at the beginning of the year saved only a bit of money
5 years ago
The spread between one-month Libor and three-month Libor has garnered a significant amount of attention in the CLO market this year. Indeed, some market prognosticators suggested that the difference between the two rates could have such an impact that it would shut down the primary CLO market. -
We are not structured finance investors – we are corporate credit specialists
6 years ago
Fair Oaks' Miguel Ramos-Fuentenebro takes our credit quiz -
Tech is benefiting from all the trends that are hurting retail
6 years ago
CBAM's Don Young takes our credit quiz -
Join the debate: most memorable moment in credit
6 years ago
At Creditflux we’ve now produced 200 monthly magazines since Fishknife first came up with the idea of tracking the global credit markets in 2001). We asked several key credit industry officials about their most memorable moment in credit -
Staying afloat in credit takes care and character
6 years ago
In his final article, our columnist sheds light on his identity and has some 'nice' advice for those navigating credit’s changeable oceans -
Fishknife classified advertising
6 years ago
Classified ads -
Past returns: drawing crowds is not easy for bond trading platforms
6 years ago
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Fishknife: Interval funds are a step in the right direction
6 years ago
They bring their own dangers, but interval funds are a better vehicle for managing illiquid credit than conventional funds
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