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"If anything is to be salvaged from the rest of 2022, the economy needs a hero — and quickly"
2 years ago
Something has gotta give as a recession looms in the US. Might it be energy? -
"The loan market is the septic tank for sub-single B LBO financing"
2 years ago
Portfolios of single name IG CDS are less complex and more liquid than CLOs -
"Credit investors should interpret 100,000 Russian troops on the Ukrainian border as worth pricing in"
2 years ago
Welshcake tells credit portfolio managers to under-promise and over-deliver in 2022 -
"No-one talks about the part oil price surges played in the 2008/9 global financial crisis"
2 years ago
Investors eyeing inflation shocks and supply chain disruption should instead be paying attention to the brewing energy crisis -
“For Creditflux this will be an extra special occasion - the publication is marking its 20th year in business”
3 years ago
A colourful train journey featuring Alice in Wonderland, Yoda and Top Trumps puts Welshcake in mind of the CLO Symposium -
"Pain is on the way: spreads are too tight, while compression and carry are done. But what if it's not?"
3 years ago
Welshcake reminds us that mid-cycle portfolio management is a funny old game -
We say it: Creditflux salutes women in credit
3 years ago
The credit industry is blessed with many strong women and for this issue of Creditflux we’re exclusively hearing their voices across our news, analysis and columns -
CLO guys shouldn't feel quite as self-important as us Welsh... But you are in a pretty amazing spot
3 years ago
CLO portfolio managers should be emboldened by recent events to push for ESG strategies -
I'm a nosy neighbour... get CSO deals public and embrace the age of information
3 years ago
A year of staying under the radar has not helped the CSO market -
I foresee various spooky spectacles hitting our screens - and your long portfolios
3 years ago
Welshcake is settling in for a horror movie marathon. But in the previews he sees monsters lurking behind tight credit spreads -
The surge in index tranche trading has resulted in a deep, liquid and nuanced set of market dynamics
4 years ago
Welshcake emerges from his bunker to find CLOs still standing and the CSO market getting back to business -
They said it: "Imagine a garden party and all of a sudden a big wasp shows up"
4 years ago
On Creditflux’s US CLO webinar last month, Napier Park’s head of US CLO investments Serhan Secmen described the March sell-off as a garden party -
2020 is a massive opportunity for change - and clinging to past achievements won't wash
4 years ago
Statues don’t serve much of a purpose. It’s time to move on — and credit investors can and should be part of the movement -
Where are the gloating I-told-you-so columnists who claimed CLOs would bring global destruction?
4 years ago
We have seen a measured response to the coronavirus crisis: fund managers aren’t collapsing and investors are not shunning CLOs -
Miscast as the villains of the 2008 crisis, CDS may prove to be the heroes of 2020
4 years ago
Credit default swaps provide investors with valuable signals on the depth of the coronavirus crisis -
2020 will be about relative value, watching for idiosyncratic risk and a good deal of running away
4 years ago
Investors must embrace change — it’s time for structured credit investors to look beyond vanilla CLOs -
Farewell Mike
4 years ago
After two decades, Mike Peterson, the founder and long-time editor of Creditflux, is moving on. -
Points up front: There are lies, damn lies and awards pitches
4 years ago
We’re hearing empty boasts, trash talking of their rivals and no shortage of promises that will absolutely be delivered. -
It may seem a bit rich for Welshcake to tell staid CLO investors they need to be more sensible
4 years ago
Bespokes are the next big thing — and you’d be wise to get involved -
If you can stomach volatility, CLO equity is very attractive
Brandon Cahill of BlueMountain Capital Management takes our credit quiz5 years ago -
They said it: "I saw a CLO OM which ran 484 pages"
5 years ago
At Creditflux’s Credit Dimensions event, JP Morgan’s Zaheen Mir argues that CSOs are simpler to understand than CLOs -
Past returns: secret CLO market
6 years ago
Five years ago in Creditflux, we reported on the emergence of an inter-dealer market for CLOs -
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 -
Past returns: Europe's own risk retention rewrite
6 years ago
Five years ago we reported that European CLO managers were hunting for partners to retain risk retention on their behalf. Shortly after, regulators performed a U-turn (nothing new here) and decided to prohibit third parties from acting as risk retainers
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